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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
MANH icon
351
Manhattan Associates
MANH
$11.2B
$276K ﹤0.01%
1,400
-11,522
-89% -$2.09M
INGR icon
352
Ingredion
INGR
$6.27B
$267K ﹤0.01%
1,972
– –
BEN icon
353
Franklin Resources
BEN
$17.6B
$262K ﹤0.01%
11,000
– –
USMV icon
354
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$260K ﹤0.01%
2,767
– –
NVS icon
355
Novartis
NVS
$297B
$259K ﹤0.01%
2,140
– –
DELL icon
356
Dell
DELL
$262B
$257K ﹤0.01%
+2,096
New +$214K
LPLA icon
357
LPL Financial
LPLA
$28.3B
$255K ﹤0.01%
+680
New +$238K
SJM icon
358
J.M. Smucker
SJM
$12.7B
$254K ﹤0.01%
2,585
– –
IWF icon
359
iShares Russell 1000 Growth ETF
IWF
$121B
$244K ﹤0.01%
2,300
– –
LH icon
360
Labcorp
LH
$25.4B
$236K ﹤0.01%
900
-31,689
-97% -$7.72M
SOLV icon
361
Solventum
SOLV
$14.8B
$231K ﹤0.01%
3,043
-327
-10% -$23.2K
ALL icon
362
Allstate
ALL
$68B
$230K ﹤0.01%
1,144
– –
XEL icon
363
Xcel Energy
XEL
$48.8B
$228K ﹤0.01%
3,347
– –
WMS icon
364
Advanced Drainage Systems
WMS
$10.6B
$227K ﹤0.01%
+1,975
New +$221K
CI icon
365
Cigna
CI
$73.8B
$220K ﹤0.01%
667
-40
-6% -$12.9K
ITT icon
366
ITT
ITT
$17.5B
$220K ﹤0.01%
+1,400
New +$199K
CDW icon
367
CDW
CDW
$18.9B
$216K ﹤0.01%
+1,211
New +$206K
VRTX icon
368
Vertex Pharmaceuticals
VRTX
$121B
$216K ﹤0.01%
485
-125
-20% -$57.6K
K
369
DELISTED
Kellanova
K
$215K ﹤0.01%
2,700
– –
IEFA icon
370
iShares Core MSCI EAFE ETF
IEFA
$190B
$212K ﹤0.01%
+2,544
New +$202K
ENSG icon
371
The Ensign Group
ENSG
$10.4B
$208K ﹤0.01%
+1,350
New +$189K
BIP icon
372
Brookfield Infrastructure Partners
BIP
$19.2B
$203K ﹤0.01%
+6,050
New +$190K
BRKL
373
DELISTED
Brookline Bancorp
BRKL
$153K ﹤0.01%
14,500
– –
VFC icon
374
VF Corp
VFC
$5.63B
$137K ﹤0.01%
11,660
– –
CLB icon
375
Core Laboratories
CLB
$490M
– –
-610,889
Closed -$9.16M
12 13 14
15
16

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TWIM
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PFPG
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RCMU
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EPFB
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NMIFOAC
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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 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.