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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
PANW icon
326
Palo Alto Networks
PANW
$256B
$432K ﹤0.01%
+2,111
New +$392K
QQQ icon
327
Invesco QQQ Trust
QQQ
$436B
$429K ﹤0.01%
777
-10
-1% -$4.97K
T icon
328
AT&T
T
$164B
$422K ﹤0.01%
14,567
-2,466
-14% -$68K
JEF icon
329
Jefferies Financial Group
JEF
$12.7B
$410K ﹤0.01%
7,500
– –
BF.B icon
330
Brown-Forman Class B
BF.B
$13.5B
$408K ﹤0.01%
15,157
-600
-4% -$19.3K
HIG icon
331
Hartford Financial Services
HIG
$39.9B
$406K ﹤0.01%
3,200
– –
VNQ icon
332
Vanguard Real Estate ETF
VNQ
$39.9B
$403K ﹤0.01%
4,522
– –
TD icon
333
Toronto Dominion Bank
TD
$193B
$397K ﹤0.01%
5,400
-400
-7% -$26.1K
AZN icon
334
AstraZeneca
AZN
$269B
$382K ﹤0.01%
2,736
– –
PLD icon
335
Prologis
PLD
$136B
$374K ﹤0.01%
3,558
– –
OTIS icon
336
Otis Worldwide
OTIS
$27.9B
$366K ﹤0.01%
3,698
– –
GM icon
337
General Motors
GM
$80.9B
$366K ﹤0.01%
7,433
– –
MDY icon
338
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.4B
$365K ﹤0.01%
645
– –
IEMG icon
339
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$346K ﹤0.01%
5,757
+1,372
+31% +$76.6K
DUK icon
340
Duke Energy
DUK
$101B
$344K ﹤0.01%
2,918
– –
VGT icon
341
Vanguard Information Technology ETF
VGT
$133B
$342K ﹤0.01%
4,120
– –
IJH icon
342
iShares Core S&P Mid-Cap ETF
IJH
$121B
$340K ﹤0.01%
5,490
-145
-3% -$8.51K
VCIT icon
343
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$337K ﹤0.01%
4,060
– –
ICE icon
344
Intercontinental Exchange
ICE
$87.2B
$331K ﹤0.01%
1,802
– –
BNY
345
Bank of New York Mellon
BNY
$103B
$326K ﹤0.01%
3,574
– –
LRGF icon
346
iShares US Equity Factor ETF
LRGF
$3.5B
$324K ﹤0.01%
5,045
– –
BN icon
347
Brookfield
BN
$102B
$322K ﹤0.01%
7,821
– –
AIG icon
348
American International
AIG
$42.5B
$300K ﹤0.01%
3,500
– –
SCHF icon
349
Schwab International Equity ETF
SCHF
$64.9B
$293K ﹤0.01%
13,272
– –
FAST icon
350
Fastenal
FAST
$54.8B
$280K ﹤0.01%
6,672
– –
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 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.