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Boston Trust Walden Portfolio holdings

AUM $13.1B
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
-1.45%
1 Year Est. Return
+24.63%
3 Year Est. Return
+61.41%
5 Year Est. Return
+82.17%
10 Year Est. Return
+348.28%
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
-$114M
Cap. Flow %
-0.83%
Top 10 Hldgs %
17.45%
Holding
389
New
10
Increased
96
Reduced
194
Closed
17

Top Buys

Rank Stock Value
1
ZBH icon
Zimmer Biomet
ZBH
+$51.1M
2
NTAP icon
NetApp
NTAP
+$48.3M
3
AM icon
Antero Midstream
AM
+$47.2M
4
AMZN icon
Amazon
AMZN
+$40.7M
5
PG icon
Procter & Gamble
PG
+$37.8M

Top Sells

Rank Stock Value
1
GMED icon
Globus Medical
GMED
+$51.3M
2
WAT icon
Waters Corp
WAT
+$50.2M
3
PKG icon
Packaging Corp of America
PKG
+$31.8M
4
FLO icon
Flowers Foods
FLO
+$30M
5
MSFT icon
Microsoft
MSFT
+$29.1M

Sector Composition

Rank Sector Weight
1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVS icon
276
CVS Health
CVS
$133B
$1.05M 0.01%
15,428
-200
-1% -$12K
TMO icon
277
Thermo Fisher Scientific
TMO
$213B
$1.02M 0.01%
2,051
– –
WFC icon
278
Wells Fargo
WFC
$261B
$970K 0.01%
13,515
– –
XLK icon
279
State Street Technology Select Sector SPDR ETF
XLK
$115B
$960K 0.01%
9,302
-830
-8% -$94.1K
VXF icon
280
Vanguard Extended Market ETF
VXF
$30.3B
$949K 0.01%
5,507
-1,698
-24% -$321K
REGN icon
281
Regeneron Pharmaceuticals
REGN
$78.5B
$922K 0.01%
1,453
– –
TSLA icon
282
Tesla
TSLA
$1.23T
$866K 0.01%
3,343
-105
-3% -$35K
PSX icon
283
Phillips 66
PSX
$84.9B
$863K 0.01%
6,993
-300
-4% -$37K
RSP icon
284
Invesco S&P 500 Equal Weight ETF
RSP
$97.2B
$857K 0.01%
+4,950
New +$880K
NOC icon
285
Northrop Grumman
NOC
$77.1B
$854K 0.01%
1,668
– –
DIS icon
286
Walt Disney
DIS
$167B
$846K 0.01%
8,576
-900
-9% -$96.7K
STT icon
287
State Street
STT
$50.6B
$842K 0.01%
9,407
– –
TGT icon
288
Target
TGT
$65.6B
$831K 0.01%
7,963
-385
-5% -$48.1K
IWB icon
289
iShares Russell 1000 ETF
IWB
$48.2B
$830K 0.01%
2,705
– –
IBM icon
290
IBM
IBM
$211B
$821K 0.01%
3,302
– –
IJR icon
291
iShares Core S&P Small-Cap ETF
IJR
$110B
$813K 0.01%
7,773
-854
-10% -$96.4K
BMY icon
292
Bristol-Myers Squibb
BMY
$133B
$805K 0.01%
13,207
– –
VIG icon
293
Vanguard Dividend Appreciation ETF
VIG
$111B
$767K 0.01%
3,952
– –
VEA icon
294
Vanguard FTSE Developed Markets ETF
VEA
$229B
$766K 0.01%
15,077
+5,870
+64% +$297K
INTC icon
295
Intel
INTC
$455B
$754K 0.01%
33,223
-2,525
-7% -$55.3K
PPG icon
296
PPG Industries
PPG
$24.6B
$748K 0.01%
6,840
-740
-10% -$85.3K
ETN icon
297
Eaton
ETN
$161B
$723K 0.01%
2,659
– –
CBT icon
298
Cabot Corp
CBT
$4.54B
$715K 0.01%
8,600
– –
DFAC icon
299
Dimensional US Core Equity 2 ETF
DFAC
$47.9B
$711K 0.01%
21,537
– –
MDLZ icon
300
Mondelez International
MDLZ
$79.5B
$696K 0.01%
10,253
+525
+5% +$32.4K
10 11
12
13 14

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RCMU
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EPFB
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NMIFOAC
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AAMU
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MGIA
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TG
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Boston Trust Walden's Q1 2025 Portfolio in Review

As of Q1 2025, Boston Trust Walden held 389 positions worth $13.7B, down 4% from $14.3B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Boston Trust Walden's Q1 2025 filing shows 10 new, 96 increased, 194 reduced and 17 closed positions. Its largest new stake was Zimmer Biomet: 478,073 shares worth $54.1M. The largest sale was Globus Medical, an estimated $51.3M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • Boston Trust Walden's largest Q1 2025 buy was Zimmer Biomet: 478,073 shares worth $54.1M.
  • Boston Trust Walden added most to NetApp in Q1 2025, an estimated $48.3M increase.
  • Boston Trust Walden's biggest Q1 2025 reduction was Waters Corp, cutting an estimated $50.2M.
  • Boston Trust Walden fully exited Globus Medical in Q1 2025, selling an estimated $51.3M.
  • Boston Trust Walden's ten largest holdings make up 17% of its $13.7B portfolio in Q1 2025.
  • Boston Trust Walden opened 10 new positions and closed 17 in Q1 2025.
  • Boston Trust Walden's portfolio value fell 4% quarter-over-quarter to $13.7B.

Based on Boston Trust Walden's 13F filing for Q1 2025, filed 21 Apr 2025.