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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
JEF icon
326
Jefferies Financial Group
JEF
$12.6B
$402K ﹤0.01%
7,500
– –
PLD icon
327
Prologis
PLD
$135B
$398K ﹤0.01%
3,558
– –
CAT icon
328
Caterpillar
CAT
$375B
$397K ﹤0.01%
1,204
– –
HIG icon
329
Hartford Financial Services
HIG
$38.9B
$396K ﹤0.01%
3,200
-200
-6% -$22.9K
NOW icon
330
ServiceNow
NOW
$115B
$393K ﹤0.01%
2,470
– –
OTIS icon
331
Otis Worldwide
OTIS
$27.4B
$382K ﹤0.01%
3,698
-500
-12% -$48.8K
TT icon
332
Trane Technologies
TT
$100B
$381K ﹤0.01%
1,131
-263
-19% -$95K
NVO
333
Novo Nordisk
NVO
$208B
$373K ﹤0.01%
5,366
– –
QQQ icon
334
Invesco QQQ Trust
QQQ
$453B
$369K ﹤0.01%
787
– –
ALV icon
335
Autoliv
ALV
$9.02B
$358K ﹤0.01%
4,050
-380
-9% -$36.2K
DUK icon
336
Duke Energy
DUK
$97.8B
$356K ﹤0.01%
2,918
– –
GM icon
337
General Motors
GM
$80.4B
$350K ﹤0.01%
7,433
-50
-0.7% -$2.46K
TD icon
338
Toronto Dominion Bank
TD
$198B
$348K ﹤0.01%
5,800
-1,625
-22% -$94.6K
MDY icon
339
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$344K ﹤0.01%
645
– –
MCHP icon
340
Microchip Technology
MCHP
$40.3B
$343K ﹤0.01%
7,075
– –
VCIT icon
341
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$332K ﹤0.01%
4,060
-1,800
-31% -$146K
IJH icon
342
iShares Core S&P Mid-Cap ETF
IJH
$122B
$329K ﹤0.01%
5,635
– –
ICE icon
343
Intercontinental Exchange
ICE
$85.6B
$311K ﹤0.01%
1,802
– –
SJM icon
344
J.M. Smucker
SJM
$12.7B
$306K ﹤0.01%
2,585
– –
AIG icon
345
American International
AIG
$41.7B
$304K ﹤0.01%
3,500
– –
CTAS icon
346
Cintas
CTAS
$81.9B
$301K ﹤0.01%
1,464
– –
BNY
347
Bank of New York Mellon
BNY
$106B
$300K ﹤0.01%
3,574
– –
VRTX icon
348
Vertex Pharmaceuticals
VRTX
$121B
$296K ﹤0.01%
610
-200
-25% -$93.2K
LRGF icon
349
iShares US Equity Factor ETF
LRGF
$3.58B
$292K ﹤0.01%
5,045
-75
-1% -$4.57K
MS icon
350
Morgan Stanley
MS
$331B
$283K ﹤0.01%
2,423
– –
12 13
14
15 16

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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 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.