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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
FIX icon
351
Comfort Systems
FIX
$62.3B
$282K ﹤0.01%
875
– –
VGT icon
352
Vanguard Information Technology ETF
VGT
$141B
$279K ﹤0.01%
4,120
– –
BN icon
353
Brookfield
BN
$107B
$273K ﹤0.01%
7,821
– –
INGR icon
354
Ingredion
INGR
$6.33B
$267K ﹤0.01%
1,972
-55
-3% -$7.26K
SCHF icon
355
Schwab International Equity ETF
SCHF
$67.1B
$263K ﹤0.01%
13,272
– –
USMV icon
356
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$259K ﹤0.01%
2,767
– –
FAST icon
357
Fastenal
FAST
$55.2B
$259K ﹤0.01%
6,672
+1,000
+18% +$37.5K
SOLV icon
358
Solventum
SOLV
$15.3B
$256K ﹤0.01%
3,370
-250
-7% -$18.6K
WST icon
359
West Pharmaceutical
WST
$24.5B
$249K ﹤0.01%
1,110
+50
+5% +$13.8K
NVS icon
360
Novartis
NVS
$292B
$239K ﹤0.01%
2,140
-65
-3% -$6.92K
XEL icon
361
Xcel Energy
XEL
$48.5B
$237K ﹤0.01%
3,347
– –
ALL icon
362
Allstate
ALL
$67.6B
$237K ﹤0.01%
1,144
– –
IEMG icon
363
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$237K ﹤0.01%
4,385
+245
+6% +$13.2K
TRMB icon
364
Trimble
TRMB
$13.5B
$234K ﹤0.01%
3,560
– –
CI icon
365
Cigna
CI
$74.5B
$233K ﹤0.01%
+707
New +$213K
K
366
DELISTED
Kellanova
K
$223K ﹤0.01%
2,700
– –
STZ icon
367
Constellation Brands
STZ
$22.4B
$220K ﹤0.01%
1,200
– –
BEN icon
368
Franklin Resources
BEN
$17.9B
$212K ﹤0.01%
11,000
– –
IWF icon
369
iShares Russell 1000 Growth ETF
IWF
$124B
$208K ﹤0.01%
2,300
– –
VFC icon
370
VF Corp
VFC
$5.87B
$181K ﹤0.01%
11,660
-636
-5% -$14.1K
BRKL
371
DELISTED
Brookline Bancorp
BRKL
$158K ﹤0.01%
14,500
– –
STKL
372
DELISTED
SunOpta
STKL
$107K ﹤0.01%
22,000
– –
ANET icon
373
Arista Networks
ANET
$233B
– –
-2,188
Closed -$242K
ARE icon
374
Alexandria Real Estate Equities
ARE
$9.24B
– –
-2,855
Closed -$279K
ATKR icon
375
Atkore
ATKR
$3.16B
– –
-272,939
Closed -$22.8M
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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CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 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.