We are live on ! Find out more
BTW

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
TRV icon
301
Travelers Companies
TRV
$78.1B
$721K 0.01%
2,486
– –
DG icon
302
Dollar General
DG
$28B
$716K 0.01%
5,393
-50
-0.9% -$5.58K
TGT icon
303
Target
TGT
$65.6B
$711K 0.01%
7,278
– –
ASML icon
304
ASML
ASML
$626B
$701K 0.01%
655
– –
VT icon
305
Vanguard Total World Stock ETF
VT
$77.1B
$695K 0.01%
4,925
– –
BMY icon
306
Bristol-Myers Squibb
BMY
$133B
$685K 0.01%
12,705
-500
-4% -$24.1K
WAB icon
307
Wabtec
WAB
$49.1B
$683K 0.01%
3,201
– –
CAT icon
308
Caterpillar
CAT
$375B
$647K ﹤0.01%
1,130
-59
-5% -$32.8K
CTAS icon
309
Cintas
CTAS
$81.9B
$643K ﹤0.01%
3,417
– –
DEO icon
310
Diageo
DEO
$49B
$630K ﹤0.01%
7,306
-681
-9% -$62.7K
CSX icon
311
CSX Corp
CSX
$93.4B
$628K ﹤0.01%
17,315
-1,000
-5% -$35.8K
IWV icon
312
iShares Russell 3000 ETF
IWV
$19.6B
$615K ﹤0.01%
1,590
– –
NVO
313
Novo Nordisk
NVO
$208B
$612K ﹤0.01%
12,036
– –
GM icon
314
General Motors
GM
$80.4B
$604K ﹤0.01%
7,433
– –
IEFA icon
315
iShares Core MSCI EAFE ETF
IEFA
$190B
$586K ﹤0.01%
6,555
-250
-4% -$22.1K
NOW icon
316
ServiceNow
NOW
$115B
$575K ﹤0.01%
3,755
-60
-2% -$10.3K
QQQ icon
317
Invesco QQQ Trust
QQQ
$453B
$558K ﹤0.01%
909
– –
TXN icon
318
Texas Instruments
TXN
$252B
$553K ﹤0.01%
3,186
-82
-3% -$14K
VEU icon
319
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$544K ﹤0.01%
7,391
– –
CARR icon
320
Carrier Global
CARR
$51B
$528K ﹤0.01%
9,987
-200
-2% -$11.1K
UL icon
321
Unilever
UL
$137B
$520K ﹤0.01%
7,954
-26
-0.3% -$1.75K
CBT icon
322
Cabot Corp
CBT
$4.54B
$513K ﹤0.01%
7,733
-567
-7% -$37.7K
TD icon
323
Toronto Dominion Bank
TD
$198B
$509K ﹤0.01%
5,400
– –
APH icon
324
Amphenol
APH
$198B
$508K ﹤0.01%
3,759
+1,905
+103% +$255K
ALV icon
325
Autoliv
ALV
$9.02B
$481K ﹤0.01%
4,050
-166
-4% -$19.8K
11 12
13
14 15

Similar funds

TWIM
TIAA Wealth Investment Management New York $13.1B AUM
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
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.