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BTW

Boston Trust Walden Portfolio holdings

AUM $13.1B
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
+4.98%
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
$14B
AUM Growth
+$333M
Cap. Flow
-$46.3M
Cap. Flow %
-0.33%
Top 10 Hldgs %
17.78%
Holding
384
New
12
Increased
132
Reduced
160
Closed
10

Top Buys

Rank Stock Value
1
HUBB icon
Hubbell
HUBB
+$25.1M
2
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$25M
3
NVDA icon
NVIDIA
NVDA
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$34.6M
2
V icon
Visa
V
+$33.8M
3
THG icon
Hanover Insurance
THG
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

Rank Sector Weight
1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
276
Thermo Fisher Scientific
TMO
$214B
$1.02M 0.01%
2,522
+471
+23% +$197K
CVS icon
277
CVS Health
CVS
$134B
$1.01M 0.01%
14,613
-815
-5% -$53.4K
IBM icon
278
IBM
IBM
$209B
$1M 0.01%
3,402
+100
+3% +$25.8K
STT icon
279
State Street
STT
$50.2B
$974K 0.01%
9,157
-250
-3% -$23.1K
IWB icon
280
iShares Russell 1000 ETF
IWB
$47.9B
$919K 0.01%
2,705
– –
RSP icon
281
Invesco S&P 500 Equal Weight ETF
RSP
$97.2B
$900K 0.01%
4,950
– –
BF.A icon
282
Brown-Forman Class A
BF.A
$13.4B
$890K 0.01%
32,400
– –
DEO icon
283
Diageo
DEO
$49.5B
$872K 0.01%
8,646
-1,385
-14% -$150K
GS icon
284
Goldman Sachs
GS
$302B
$845K 0.01%
1,194
+140
+13% +$81.1K
CRM icon
285
Salesforce
CRM
$148B
$842K 0.01%
3,086
+1,030
+50% +$275K
NOC icon
286
Northrop Grumman
NOC
$76B
$834K 0.01%
1,668
– –
NVO
287
Novo Nordisk
NVO
$228B
$831K 0.01%
12,036
+6,670
+124% +$454K
PSX icon
288
Phillips 66
PSX
$84.4B
$818K 0.01%
6,860
-133
-2% -$14.9K
VEA icon
289
Vanguard FTSE Developed Markets ETF
VEA
$230B
$818K 0.01%
14,348
-729
-5% -$39K
VIG icon
290
Vanguard Dividend Appreciation ETF
VIG
$112B
$809K 0.01%
3,952
– –
NOW icon
291
ServiceNow
NOW
$114B
$801K 0.01%
3,895
+1,425
+58% +$269K
XLK icon
292
State Street Technology Select Sector SPDR ETF
XLK
$115B
$798K 0.01%
6,302
-3,000
-32% -$333K
SCHW
293
Charles Schwab
SCHW
$181B
$791K 0.01%
8,670
+2,004
+30% +$168K
CTAS icon
294
Cintas
CTAS
$82.7B
$775K 0.01%
3,478
+2,014
+138% +$434K
DFAC icon
295
Dimensional US Core Equity 2 ETF
DFAC
$47.7B
$772K 0.01%
21,537
– –
REGN icon
296
Regeneron Pharmaceuticals
REGN
$77.4B
$763K 0.01%
1,453
– –
CARR icon
297
Carrier Global
CARR
$50.6B
$746K 0.01%
10,187
– –
TGT icon
298
Target
TGT
$65.6B
$723K 0.01%
7,328
-635
-8% -$61K
PPG icon
299
PPG Industries
PPG
$25B
$714K 0.01%
6,280
-560
-8% -$60.6K
VT icon
300
Vanguard Total World Stock ETF
VT
$76.9B
$697K 0.01%
5,425
-176
-3% -$21.1K
10 11
12
13 14

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RCMU
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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 Q2 2025 Portfolio in Review

As of Q2 2025, Boston Trust Walden held 384 positions worth $14B, up 2.4% from $13.7B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Boston Trust Walden's Q2 2025 filing shows 12 new, 132 increased, 160 reduced and 10 closed positions. Its largest new stake was Amalgamated Financial: 544,044 shares worth $17M. The largest sale was UnitedHealth, an estimated $34.6M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.

  • Boston Trust Walden's largest Q2 2025 buy was Amalgamated Financial: 544,044 shares worth $17M.
  • Boston Trust Walden added most to Hubbell in Q2 2025, an estimated $25.1M increase.
  • Boston Trust Walden's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $34.6M.
  • Boston Trust Walden fully exited Helmerich & Payne in Q2 2025, selling an estimated $21.8M.
  • Boston Trust Walden's ten largest holdings make up 18% of its $14B portfolio in Q2 2025.
  • Boston Trust Walden opened 12 new positions and closed 10 in Q2 2025.
  • Boston Trust Walden's portfolio value rose 2.4% quarter-over-quarter to $14B.

Based on Boston Trust Walden's 13F filing for Q2 2025, filed 28 Jul 2025.