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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
+5.44%
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
$13.6B
AUM Growth
-$390M
Cap. Flow
-$833M
Cap. Flow %
-6.11%
Top 10 Hldgs %
19.04%
Holding
403
New
29
Increased
86
Reduced
204
Closed
12

Top Buys

Rank Stock Value
1
GMED icon
Globus Medical
GMED
+$68.3M
2
NYT icon
New York Times
NYT
+$57.8M
3
SFM icon
Sprouts Farmers Market
SFM
+$54.5M
4
GDDY icon
GoDaddy
GDDY
+$47M
5
FTNT icon
Fortinet
FTNT
+$32.4M

Top Sells

Rank Stock Value
1
EVR icon
Evercore
EVR
+$52.5M
2
WAT icon
Waters Corp
WAT
+$51.9M
3
JNJ icon
Johnson & Johnson
JNJ
+$51.4M
4
NTRS icon
Northern Trust
NTRS
+$42.6M
5
MSFT icon
Microsoft
MSFT
+$41.8M

Sector Composition

Rank Sector Weight
1 Technology 25.47%
2 Financials 15.29%
3 Industrials 14.96%
4 Healthcare 12.66%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVS icon
276
CVS Health
CVS
$133B
$1.09M 0.01%
14,413
-200
-1% -$13.7K
GIS icon
277
General Mills
GIS
$19.1B
$1.06M 0.01%
21,025
-60,431
-74% -$3.03M
NOC icon
278
Northrop Grumman
NOC
$77.1B
$1.02M 0.01%
1,668
– –
IWB icon
279
iShares Russell 1000 ETF
IWB
$48.2B
$989K 0.01%
2,705
– –
DIS icon
280
Walt Disney
DIS
$167B
$974K 0.01%
8,505
-21
-0.2% -$2.47K
ITOT icon
281
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$971K 0.01%
+6,667
New +$935K
XLK icon
282
State Street Technology Select Sector SPDR ETF
XLK
$115B
$970K 0.01%
6,880
+578
+9% +$76.5K
VIG icon
283
Vanguard Dividend Appreciation ETF
VIG
$111B
$955K 0.01%
4,426
+474
+12% +$99.5K
GS icon
284
Goldman Sachs
GS
$300B
$951K 0.01%
1,194
– –
RSP icon
285
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$939K 0.01%
4,950
– –
PSX icon
286
Phillips 66
PSX
$84.9B
$933K 0.01%
6,860
– –
IBM icon
287
IBM
IBM
$211B
$906K 0.01%
3,210
-192
-6% -$50.3K
STT icon
288
State Street
STT
$50.6B
$884K 0.01%
7,621
-1,536
-17% -$171K
IJR icon
289
iShares Core S&P Small-Cap ETF
IJR
$109B
$878K 0.01%
7,390
+1,137
+18% +$131K
INTC icon
290
Intel
INTC
$455B
$833K 0.01%
24,841
-399
-2% -$9.67K
FISV
291
Fiserv Inc
FISV
$28.8B
$831K 0.01%
6,446
+108
+2% +$15.5K
DFAC icon
292
Dimensional US Core Equity 2 ETF
DFAC
$47.9B
$831K 0.01%
21,537
– –
SCHW
293
Charles Schwab
SCHW
$183B
$828K 0.01%
8,670
– –
BF.A icon
294
Brown-Forman Class A
BF.A
$13.4B
$818K 0.01%
30,400
-2,000
-6% -$58.1K
REGN icon
295
Regeneron Pharmaceuticals
REGN
$78.5B
$817K 0.01%
1,453
– –
LHX icon
296
L3Harris
LHX
$51.6B
$780K 0.01%
2,555
-200
-7% -$54.7K
QUAL icon
297
iShares MSCI USA Quality Factor ETF
QUAL
$46.4B
$778K 0.01%
4,002
+537
+15% +$101K
DEO icon
298
Diageo
DEO
$49B
$762K 0.01%
7,987
-659
-8% -$69.2K
GEV icon
299
GE Vernova
GEV
$264B
$762K 0.01%
1,239
-15
-1% -$9.09K
BSX icon
300
Boston Scientific
BSX
$69.5B
$761K 0.01%
7,793
-25,874
-77% -$2.68M
10 11
12
13 14

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PFPG
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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
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Boston Trust Walden's Q3 2025 Portfolio in Review

As of Q3 2025, Boston Trust Walden held 403 positions worth $13.6B, down 2.8% from $14B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Boston Trust Walden withdrew a net $833M in Q3 2025, closing 12 positions and reducing 204 holdings. Its most notable exit was Independent Bank, an estimated $36.8M position sold in full.

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

Against the trend, Boston Trust Walden opened a new position in Globus Medical worth $67.9M.

  • Boston Trust Walden's largest Q3 2025 buy was Globus Medical: 1,185,461 shares worth $67.9M.
  • Boston Trust Walden added most to Sprouts Farmers Market in Q3 2025, an estimated $54.5M increase.
  • Boston Trust Walden's biggest Q3 2025 reduction was Evercore, cutting an estimated $52.5M.
  • Boston Trust Walden fully exited Independent Bank in Q3 2025, selling an estimated $36.8M.
  • Boston Trust Walden's ten largest holdings make up 19% of its $13.6B portfolio in Q3 2025.
  • Boston Trust Walden opened 29 new positions and closed 12 in Q3 2025.
  • Boston Trust Walden's portfolio value fell 2.8% quarter-over-quarter to $13.6B.

Based on Boston Trust Walden's 13F filing for Q3 2025, filed 17 Oct 2025.