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
SCHF icon
326
Schwab International Equity ETF
SCHF
$66.6B
$471K ﹤0.01%
19,583
– –
SHM icon
327
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$469K ﹤0.01%
9,766
-1,285
-12% -$61.7K
JEF icon
328
Jefferies Financial Group
JEF
$12.6B
$465K ﹤0.01%
7,500
– –
PLD icon
329
Prologis
PLD
$135B
$464K ﹤0.01%
3,638
– –
SUB icon
330
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$457K ﹤0.01%
4,281
– –
MCHP icon
331
Microchip Technology
MCHP
$40.3B
$451K ﹤0.01%
7,075
– –
SHW icon
332
Sherwin-Williams
SHW
$82.7B
$449K ﹤0.01%
1,386
– –
BNY
333
Bank of New York Mellon
BNY
$106B
$446K ﹤0.01%
3,844
-50
-1% -$5.53K
IEMG icon
334
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$443K ﹤0.01%
6,589
-878
-12% -$58.9K
HIG icon
335
Hartford Financial Services
HIG
$38.9B
$441K ﹤0.01%
3,200
– –
TT icon
336
Trane Technologies
TT
$100B
$439K ﹤0.01%
1,127
– –
VYM icon
337
Vanguard High Dividend Yield ETF
VYM
$80.9B
$421K ﹤0.01%
2,935
– –
VCEB icon
338
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
$407K ﹤0.01%
6,400
– –
VNQ icon
339
Vanguard Real Estate ETF
VNQ
$39.2B
$400K ﹤0.01%
4,522
-243
-5% -$21.8K
PANW icon
340
Palo Alto Networks
PANW
$270B
$395K ﹤0.01%
2,143
– –
VCSH icon
341
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$394K ﹤0.01%
4,936
+375
+8% +$29.9K
MDY icon
342
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$389K ﹤0.01%
645
– –
VGT icon
343
Vanguard Information Technology ETF
VGT
$139B
$388K ﹤0.01%
4,120
– –
BF.B icon
344
Brown-Forman Class B
BF.B
$13.2B
$387K ﹤0.01%
14,837
-120
-0.8% -$3.38K
CSL icon
345
Carlisle Companies
CSL
$14.3B
$384K ﹤0.01%
1,200
– –
MDLZ icon
346
Mondelez International
MDLZ
$79.5B
$381K ﹤0.01%
7,087
-3,230
-31% -$186K
DUK icon
347
Duke Energy
DUK
$97.8B
$369K ﹤0.01%
3,150
-68
-2% -$8.3K
IJH icon
348
iShares Core S&P Mid-Cap ETF
IJH
$122B
$362K ﹤0.01%
5,490
– –
BN icon
349
Brookfield
BN
$104B
$359K ﹤0.01%
7,821
– –
T icon
350
AT&T
T
$159B
$355K ﹤0.01%
14,273
-294
-2% -$7.44K
12 13
14
15 16

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.