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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
CRM icon
301
Salesforce
CRM
$151B
$740K 0.01%
3,122
+36
+1% +$9.08K
FIX icon
302
Comfort Systems
FIX
$60.9B
$722K 0.01%
875
– –
HCA icon
303
HCA Healthcare
HCA
$87.2B
$717K 0.01%
1,683
– –
NOW icon
304
ServiceNow
NOW
$115B
$702K 0.01%
3,815
-80
-2% -$14.9K
CTAS icon
305
Cintas
CTAS
$81.9B
$701K 0.01%
3,417
-61
-2% -$13K
TRV icon
306
Travelers Companies
TRV
$78.1B
$694K 0.01%
2,486
– –
VT icon
307
Vanguard Total World Stock ETF
VT
$77.1B
$679K 0.01%
4,925
-500
-9% -$66.4K
NVO
308
Novo Nordisk
NVO
$208B
$668K ﹤0.01%
12,036
– –
TGT icon
309
Target
TGT
$65.6B
$653K ﹤0.01%
7,278
-50
-0.7% -$4.92K
CSX icon
310
CSX Corp
CSX
$93.4B
$650K ﹤0.01%
18,315
– –
MDLZ icon
311
Mondelez International
MDLZ
$79.5B
$645K ﹤0.01%
10,317
+64
+0.6% +$4.13K
WAB icon
312
Wabtec
WAB
$49.1B
$642K ﹤0.01%
3,201
– –
ASML icon
313
ASML
ASML
$626B
$634K ﹤0.01%
+655
New +$515K
CBT icon
314
Cabot Corp
CBT
$4.54B
$631K ﹤0.01%
8,300
-300
-3% -$23.4K
CARR icon
315
Carrier Global
CARR
$51B
$608K ﹤0.01%
10,187
– –
IWV icon
316
iShares Russell 3000 ETF
IWV
$19.6B
$603K ﹤0.01%
1,590
– –
TXN icon
317
Texas Instruments
TXN
$252B
$600K ﹤0.01%
3,268
– –
BMY icon
318
Bristol-Myers Squibb
BMY
$133B
$596K ﹤0.01%
13,205
-202
-2% -$9.43K
IEFA icon
319
iShares Core MSCI EAFE ETF
IEFA
$190B
$594K ﹤0.01%
6,805
+4,261
+167% +$362K
PPG icon
320
PPG Industries
PPG
$24.6B
$587K ﹤0.01%
5,580
-700
-11% -$77.8K
CAT icon
321
Caterpillar
CAT
$375B
$567K ﹤0.01%
1,189
– –
DG icon
322
Dollar General
DG
$28B
$563K ﹤0.01%
5,443
-16,480
-75% -$1.81M
XYL icon
323
Xylem
XYL
$27.3B
$550K ﹤0.01%
3,732
+30
+0.8% +$4.16K
QQQ icon
324
Invesco QQQ Trust
QQQ
$453B
$546K ﹤0.01%
909
+132
+17% +$75.6K
SHM icon
325
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$533K ﹤0.01%
+11,051
New +$532K
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 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.