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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
+2.48%
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
$13.2B
AUM Growth
-$380M
Cap. Flow
-$518M
Cap. Flow %
-3.91%
Top 10 Hldgs %
19.85%
Holding
401
New
10
Increased
43
Reduced
252
Closed
18

Top Buys

Rank Stock Value
1
DT icon
Dynatrace
DT
+$53.8M
2
ATMU icon
Atmus Filtration Technologies
ATMU
+$41.3M
3
SFM icon
Sprouts Farmers Market
SFM
+$40.4M
4
CVLT icon
Commault Systems
CVLT
+$34.6M
5
BMI icon
Badger Meter
BMI
+$32M

Top Sells

Rank Stock Value
1
ZBRA icon
Zebra Technologies
ZBRA
+$51.5M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$32.3M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$31M
4
TDC icon
Teradata
TDC
+$30.8M
5
TER icon
Teradyne
TER
+$27.4M

Sector Composition

Rank Sector Weight
1 Technology 24.85%
2 Industrials 15.21%
3 Financials 14.88%
4 Healthcare 13.51%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XYL icon
276
Xylem
XYL
$27.3B
$1.03M 0.01%
7,542
+3,810
+102% +$548K
IWB icon
277
iShares Russell 1000 ETF
IWB
$48.2B
$1.01M 0.01%
2,705
– –
IJR icon
278
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.01M 0.01%
8,390
+1,000
+14% +$120K
ITOT icon
279
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$991K 0.01%
6,667
– –
STT icon
280
State Street
STT
$50.6B
$983K 0.01%
7,621
– –
VIG icon
281
Vanguard Dividend Appreciation ETF
VIG
$111B
$973K 0.01%
4,426
– –
DIS icon
282
Walt Disney
DIS
$167B
$966K 0.01%
8,490
-15
-0.2% -$1.65K
NOC icon
283
Northrop Grumman
NOC
$77.1B
$951K 0.01%
1,668
– –
IBM icon
284
IBM
IBM
$211B
$951K 0.01%
3,210
– –
GIS icon
285
General Mills
GIS
$19.1B
$941K 0.01%
20,230
-795
-4% -$37.8K
KMB icon
286
Kimberly-Clark
KMB
$36.3B
$937K 0.01%
9,292
-235
-2% -$25.7K
INTC icon
287
Intel
INTC
$455B
$917K 0.01%
24,841
– –
RSP icon
288
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$911K 0.01%
4,754
-196
-4% -$37.2K
XLK icon
289
State Street Technology Select Sector SPDR ETF
XLK
$115B
$907K 0.01%
6,302
-578
-8% -$83.5K
PSX icon
290
Phillips 66
PSX
$84.9B
$885K 0.01%
6,860
– –
DFAC icon
291
Dimensional US Core Equity 2 ETF
DFAC
$47.9B
$853K 0.01%
21,537
– –
SCHW
292
Charles Schwab
SCHW
$183B
$841K 0.01%
8,420
-250
-3% -$23.7K
CRM icon
293
Salesforce
CRM
$151B
$827K 0.01%
3,122
– –
FIX icon
294
Comfort Systems
FIX
$60.9B
$817K 0.01%
875
– –
BF.A icon
295
Brown-Forman Class A
BF.A
$13.4B
$800K 0.01%
30,400
– –
GEV icon
296
GE Vernova
GEV
$264B
$753K 0.01%
1,152
-87
-7% -$53K
LHX icon
297
L3Harris
LHX
$51.6B
$750K 0.01%
2,555
– –
QUAL icon
298
iShares MSCI USA Quality Factor ETF
QUAL
$46.4B
$744K 0.01%
3,748
-254
-6% -$49.9K
BSX icon
299
Boston Scientific
BSX
$69.5B
$741K 0.01%
7,768
-25
-0.3% -$2.45K
HCA icon
300
HCA Healthcare
HCA
$87.2B
$739K 0.01%
1,583
-100
-6% -$46.4K
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
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Boston Trust Walden's Q4 2025 Portfolio in Review

As of Q4 2025, Boston Trust Walden held 401 positions worth $13.2B, down 2.8% from $13.6B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Boston Trust Walden withdrew a net $518M in Q4 2025, closing 18 positions and reducing 252 holdings. Its most notable exit was Zebra Technologies, an estimated $51.5M position sold in full.

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

Against the trend, Boston Trust Walden opened a new position in Dynatrace worth $50M.

  • Boston Trust Walden's largest Q4 2025 buy was Dynatrace: 1,153,340 shares worth $50M.
  • Boston Trust Walden added most to Sprouts Farmers Market in Q4 2025, an estimated $40.4M increase.
  • Boston Trust Walden's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $32.3M.
  • Boston Trust Walden fully exited Zebra Technologies in Q4 2025, selling an estimated $51.5M.
  • Boston Trust Walden's ten largest holdings make up 20% of its $13.2B portfolio in Q4 2025.
  • Boston Trust Walden opened 10 new positions and closed 18 in Q4 2025.
  • Boston Trust Walden's portfolio value fell 2.8% quarter-over-quarter to $13.2B.

Based on Boston Trust Walden's 13F filing for Q4 2025, filed 28 Jan 2026.