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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
TRV icon
301
Travelers Companies
TRV
$78B
$684K 0.01%
2,586
– –
BSX icon
302
Boston Scientific
BSX
$70.8B
$671K ﹤0.01%
6,656
-3,275
-33% -$330K
VT icon
303
Vanguard Total World Stock ETF
VT
$77.7B
$649K ﹤0.01%
5,601
– –
CARR icon
304
Carrier Global
CARR
$51.5B
$646K ﹤0.01%
10,187
– –
LHX icon
305
L3Harris
LHX
$51.2B
$598K ﹤0.01%
2,855
-274
-9% -$57.4K
QUAL icon
306
iShares MSCI USA Quality Factor ETF
QUAL
$46.8B
$592K ﹤0.01%
3,465
-125
-3% -$22.4K
SHW icon
307
Sherwin-Williams
SHW
$84.6B
$585K ﹤0.01%
1,674
– –
HCA icon
308
HCA Healthcare
HCA
$88.1B
$582K ﹤0.01%
1,683
-85
-5% -$27.3K
WAB icon
309
Wabtec
WAB
$49.6B
$581K ﹤0.01%
3,201
+1
+0% +$192
GS icon
310
Goldman Sachs
GS
$300B
$576K ﹤0.01%
1,054
– –
CRM icon
311
Salesforce
CRM
$155B
$552K ﹤0.01%
2,056
– –
TXN icon
312
Texas Instruments
TXN
$246B
$542K ﹤0.01%
3,018
-25,670
-89% -$4.81M
CSX icon
313
CSX Corp
CSX
$92.8B
$539K ﹤0.01%
18,315
-357
-2% -$11.3K
BF.B icon
314
Brown-Forman Class B
BF.B
$13B
$535K ﹤0.01%
15,757
-83,055
-84% -$2.8M
UL icon
315
Unilever
UL
$138B
$534K ﹤0.01%
7,973
-54
-0.7% -$3.48K
SCHW
316
Charles Schwab
SCHW
$184B
$522K ﹤0.01%
6,666
– –
BA icon
317
Boeing
BA
$179B
$516K ﹤0.01%
3,027
– –
IWV icon
318
iShares Russell 3000 ETF
IWV
$19.9B
$505K ﹤0.01%
+1,590
New +$533K
T icon
319
AT&T
T
$160B
$482K ﹤0.01%
17,033
+94
+0.6% +$2.36K
VEU icon
320
Vanguard FTSE All-World ex-US ETF
VEU
$66.7B
$448K ﹤0.01%
7,391
– –
XYL icon
321
Xylem
XYL
$27.6B
$444K ﹤0.01%
3,718
+300
+9% +$37.2K
GEV icon
322
GE Vernova
GEV
$265B
$417K ﹤0.01%
1,365
-199
-13% -$69.4K
VNQ icon
323
Vanguard Real Estate ETF
VNQ
$39.2B
$409K ﹤0.01%
4,522
– –
CSL icon
324
Carlisle Companies
CSL
$14.6B
$409K ﹤0.01%
1,200
– –
AZN icon
325
AstraZeneca
AZN
$240B
$402K ﹤0.01%
2,736
– –
11 12
13
14 15

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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.