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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
+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
MDY icon
351
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$384K ﹤0.01%
645
– –
CLX icon
352
Clorox
CLX
$11.9B
$376K ﹤0.01%
3,048
-304,102
-99% -$37.7M
VCSH icon
353
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$365K ﹤0.01%
+4,561
New +$363K
IJH icon
354
iShares Core S&P Mid-Cap ETF
IJH
$123B
$358K ﹤0.01%
5,490
– –
BN icon
355
Brookfield
BN
$106B
$358K ﹤0.01%
7,821
– –
LRGF icon
356
iShares US Equity Factor ETF
LRGF
$3.62B
$349K ﹤0.01%
5,045
– –
VCIT icon
357
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66B
$341K ﹤0.01%
4,060
– –
OTIS icon
358
Otis Worldwide
OTIS
$27.4B
$338K ﹤0.01%
3,698
– –
FAST icon
359
Fastenal
FAST
$54.9B
$327K ﹤0.01%
6,672
– –
ICE icon
360
Intercontinental Exchange
ICE
$84.8B
$316K ﹤0.01%
1,873
+71
+4% +$12.7K
DELL icon
361
Dell
DELL
$272B
$312K ﹤0.01%
2,204
+108
+5% +$14K
VB icon
362
Vanguard Morningstar Small-Cap ETF
VB
$80.3B
$291K ﹤0.01%
+1,144
New +$284K
MANH icon
363
Manhattan Associates
MANH
$11.2B
$287K ﹤0.01%
1,400
– –
SJM icon
364
J.M. Smucker
SJM
$12.6B
$281K ﹤0.01%
2,585
– –
AIG icon
365
American International
AIG
$41.6B
$275K ﹤0.01%
3,500
– –
NVS icon
366
Novartis
NVS
$291B
$274K ﹤0.01%
2,140
– –
WMS icon
367
Advanced Drainage Systems
WMS
$11B
$274K ﹤0.01%
1,975
– –
XEL icon
368
Xcel Energy
XEL
$48.7B
$270K ﹤0.01%
3,347
– –
IWF icon
369
iShares Russell 1000 Growth ETF
IWF
$124B
$269K ﹤0.01%
2,300
– –
USMV icon
370
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$263K ﹤0.01%
2,767
– –
LRCX icon
371
Lam Research
LRCX
$362B
$262K ﹤0.01%
+1,960
New +$208K
LH icon
372
Labcorp
LH
$25.1B
$258K ﹤0.01%
900
– –
BEN icon
373
Franklin Resources
BEN
$18.2B
$254K ﹤0.01%
11,000
– –
ITT icon
374
ITT
ITT
$17.6B
$250K ﹤0.01%
1,400
– –
ALL icon
375
Allstate
ALL
$67.9B
$246K ﹤0.01%
1,144
– –
13 14
15
16 17

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PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
RCMU
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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 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.