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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
+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
MDLZ icon
301
Mondelez International
MDLZ
$82.9B
$691K ﹤0.01%
10,253
– –
LHX icon
302
L3Harris
LHX
$55.4B
$691K ﹤0.01%
2,755
-100
-4% -$23K
IJR icon
303
iShares Core S&P Small-Cap ETF
IJR
$109B
$683K ﹤0.01%
6,253
-1,520
-20% -$157K
TXN icon
304
Texas Instruments
TXN
$248B
$679K ﹤0.01%
3,268
+250
+8% +$44.4K
WAB icon
305
Wabtec
WAB
$49.3B
$670K ﹤0.01%
3,201
– –
TRV icon
306
Travelers Companies
TRV
$81.1B
$665K ﹤0.01%
2,486
-100
-4% -$26.4K
GEV icon
307
GE Vernova
GEV
$240B
$664K ﹤0.01%
1,254
-111
-8% -$46.2K
CBT icon
308
Cabot Corp
CBT
$4.72B
$645K ﹤0.01%
8,600
– –
HCA icon
309
HCA Healthcare
HCA
$88.4B
$645K ﹤0.01%
1,683
– –
BA icon
310
Boeing
BA
$169B
$634K ﹤0.01%
3,027
– –
QUAL icon
311
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$633K ﹤0.01%
3,465
– –
BMY icon
312
Bristol-Myers Squibb
BMY
$129B
$621K ﹤0.01%
13,407
+200
+2% +$9.82K
CSX icon
313
CSX Corp
CSX
$94B
$598K ﹤0.01%
18,315
– –
SHW icon
314
Sherwin-Williams
SHW
$83.5B
$575K ﹤0.01%
1,674
– –
INTC icon
315
Intel
INTC
$413B
$565K ﹤0.01%
25,240
-7,983
-24% -$165K
IWV icon
316
iShares Russell 3000 ETF
IWV
$19.2B
$558K ﹤0.01%
1,590
– –
UL icon
317
Unilever
UL
$142B
$549K ﹤0.01%
7,973
– –
MCHP icon
318
Microchip Technology
MCHP
$38.8B
$498K ﹤0.01%
7,075
– –
VEU icon
319
Vanguard FTSE All-World ex-US ETF
VEU
$64.8B
$497K ﹤0.01%
7,391
– –
TT icon
320
Trane Technologies
TT
$98.8B
$493K ﹤0.01%
1,127
-4
-0.4% -$1.58K
XYL icon
321
Xylem
XYL
$28.5B
$479K ﹤0.01%
3,702
-16
-0.4% -$1.94K
FIX icon
322
Comfort Systems
FIX
$53.5B
$469K ﹤0.01%
875
– –
CAT icon
323
Caterpillar
CAT
$361B
$462K ﹤0.01%
1,189
-15
-1% -$5K
ALV icon
324
Autoliv
ALV
$9.14B
$453K ﹤0.01%
4,050
– –
CSL icon
325
Carlisle Companies
CSL
$13.5B
$448K ﹤0.01%
1,200
– –
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
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

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.