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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
+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
LRGF icon
351
iShares US Equity Factor ETF
LRGF
$3.58B
$350K ﹤0.01%
5,045
– –
SNPS icon
352
Synopsys
SNPS
$74.4B
$349K ﹤0.01%
743
-1,704
-70% -$757K
LRCX icon
353
Lam Research
LRCX
$367B
$336K ﹤0.01%
1,960
– –
OTIS icon
354
Otis Worldwide
OTIS
$27.4B
$323K ﹤0.01%
3,698
– –
ICE icon
355
Intercontinental Exchange
ICE
$85.6B
$303K ﹤0.01%
1,873
– –
NVS icon
356
Novartis
NVS
$297B
$289K ﹤0.01%
2,096
-44
-2% -$5.76K
WMS icon
357
Advanced Drainage Systems
WMS
$10.6B
$286K ﹤0.01%
1,975
– –
IWF icon
358
iShares Russell 1000 Growth ETF
IWF
$121B
$272K ﹤0.01%
2,300
– –
FISV
359
Fiserv Inc
FISV
$28.8B
$271K ﹤0.01%
4,035
-2,411
-37% -$202K
BEN icon
360
Franklin Resources
BEN
$17.6B
$263K ﹤0.01%
11,000
– –
DELL icon
361
Dell
DELL
$262B
$261K ﹤0.01%
2,077
-127
-6% -$17.9K
USMV icon
362
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$261K ﹤0.01%
2,767
– –
SJM icon
363
J.M. Smucker
SJM
$12.7B
$253K ﹤0.01%
2,585
– –
FAST icon
364
Fastenal
FAST
$54.7B
$252K ﹤0.01%
6,272
-400
-6% -$16.8K
XEL icon
365
Xcel Energy
XEL
$48.8B
$247K ﹤0.01%
3,347
– –
CMA
366
DELISTED
Comerica
CMA
$243K ﹤0.01%
+2,800
New +$225K
ITT icon
367
ITT
ITT
$17.5B
$243K ﹤0.01%
1,400
– –
MANH icon
368
Manhattan Associates
MANH
$11.2B
$243K ﹤0.01%
1,400
– –
ALL icon
369
Allstate
ALL
$68B
$238K ﹤0.01%
1,144
– –
ENSG icon
370
The Ensign Group
ENSG
$10.4B
$235K ﹤0.01%
1,350
– –
VGSH icon
371
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$231K ﹤0.01%
3,931
– –
MLM icon
372
Martin Marietta Materials
MLM
$31.5B
$226K ﹤0.01%
363
– –
INGR icon
373
Ingredion
INGR
$6.27B
$225K ﹤0.01%
2,041
-134,874
-99% -$15.2M
VB icon
374
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$221K ﹤0.01%
856
-288
-25% -$73.8K
VRTX icon
375
Vertex Pharmaceuticals
VRTX
$121B
$220K ﹤0.01%
+485
New +$209K
13 14
15
16 17

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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.