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BTW

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
UL icon
326
Unilever
UL
$137B
$532K ﹤0.01%
7,980
+7
+0.1% +$483
VEU icon
327
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$527K ﹤0.01%
7,391
– –
ALV icon
328
Autoliv
ALV
$9.02B
$521K ﹤0.01%
4,216
+166
+4% +$19.9K
IEMG icon
329
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$492K ﹤0.01%
7,467
+1,710
+30% +$107K
JEF icon
330
Jefferies Financial Group
JEF
$12.6B
$491K ﹤0.01%
7,500
– –
SHW icon
331
Sherwin-Williams
SHW
$82.7B
$480K ﹤0.01%
1,386
-288
-17% -$102K
TT icon
332
Trane Technologies
TT
$100B
$476K ﹤0.01%
1,127
– –
SUB icon
333
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$457K ﹤0.01%
+4,281
New +$457K
SCHF icon
334
Schwab International Equity ETF
SCHF
$66.6B
$456K ﹤0.01%
19,583
+6,311
+48% +$143K
MCHP icon
335
Microchip Technology
MCHP
$40.3B
$454K ﹤0.01%
7,075
– –
GM icon
336
General Motors
GM
$80.4B
$453K ﹤0.01%
7,433
– –
PANW icon
337
Palo Alto Networks
PANW
$270B
$436K ﹤0.01%
2,143
+32
+2% +$6.13K
VNQ icon
338
Vanguard Real Estate ETF
VNQ
$39.2B
$436K ﹤0.01%
4,765
+243
+5% +$22K
TD icon
339
Toronto Dominion Bank
TD
$198B
$432K ﹤0.01%
5,400
– –
HIG icon
340
Hartford Financial Services
HIG
$38.9B
$427K ﹤0.01%
3,200
– –
BNY
341
Bank of New York Mellon
BNY
$106B
$424K ﹤0.01%
3,894
+320
+9% +$32.6K
PLD icon
342
Prologis
PLD
$135B
$417K ﹤0.01%
3,638
+80
+2% +$8.79K
VYM icon
343
Vanguard High Dividend Yield ETF
VYM
$80.9B
$414K ﹤0.01%
+2,935
New +$403K
T icon
344
AT&T
T
$159B
$411K ﹤0.01%
14,567
– –
VCEB icon
345
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
$411K ﹤0.01%
+6,400
New +$406K
BF.B icon
346
Brown-Forman Class B
BF.B
$13.2B
$405K ﹤0.01%
14,957
-200
-1% -$5.8K
MUB icon
347
iShares National Muni Bond ETF
MUB
$45.1B
$400K ﹤0.01%
+3,760
New +$393K
DUK icon
348
Duke Energy
DUK
$97.8B
$398K ﹤0.01%
3,218
+300
+10% +$36.4K
CSL icon
349
Carlisle Companies
CSL
$14.3B
$395K ﹤0.01%
1,200
– –
VGT icon
350
Vanguard Information Technology ETF
VGT
$139B
$385K ﹤0.01%
4,120
– –
12 13
14
15 16

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PFPG
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RCMU
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EPFB
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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 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.