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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
ENSG icon
376
The Ensign Group
ENSG
$10.4B
$233K ﹤0.01%
1,350
– –
VGSH icon
377
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$231K ﹤0.01%
+3,931
New +$231K
APH icon
378
Amphenol
APH
$198B
$229K ﹤0.01%
+1,854
New +$203K
MLM icon
379
Martin Marietta Materials
MLM
$31.5B
$229K ﹤0.01%
+363
New +$216K
LPLA icon
380
LPL Financial
LPLA
$28.3B
$226K ﹤0.01%
680
– –
SOLV icon
381
Solventum
SOLV
$14.8B
$226K ﹤0.01%
3,091
+48
+2% +$3.52K
ANET icon
382
Arista Networks
ANET
$227B
$222K ﹤0.01%
+1,522
New +$196K
K
383
DELISTED
Kellanova
K
$221K ﹤0.01%
2,700
– –
GSLC icon
384
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
$217K ﹤0.01%
+1,668
New +$210K
VTEB icon
385
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$216K ﹤0.01%
+4,305
New +$212K
VXF icon
386
Vanguard Extended Market ETF
VXF
$30.3B
$215K ﹤0.01%
1,027
-4,511
-81% -$913K
GSIE icon
387
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6B
$205K ﹤0.01%
+4,984
New +$201K
UNFI icon
388
United Natural Foods
UNFI
$3.08B
$203K ﹤0.01%
+5,400
New +$148K
DORM icon
389
Dorman Products
DORM
$3.98B
$203K ﹤0.01%
+1,300
New +$186K
AGG icon
390
iShares Core US Aggregate Bond ETF
AGG
$137B
$202K ﹤0.01%
+2,019
New +$200K
VFC icon
391
VF Corp
VFC
$5.63B
$168K ﹤0.01%
11,660
– –
ANSS
392
DELISTED
Ansys
ANSS
– –
-26,397
Closed -$9.27M
AZN icon
393
AstraZeneca
AZN
$263B
– –
-2,736
Closed -$382K
BA icon
394
Boeing
BA
$171B
– –
-3,027
Closed -$634K
BIP icon
395
Brookfield Infrastructure Partners
BIP
$19.2B
– –
-6,050
Closed -$203K
BRKL
396
DELISTED
Brookline Bancorp
BRKL
– –
-14,500
Closed -$153K
CDW icon
397
CDW
CDW
$18.9B
– –
-1,211
Closed -$216K
CI icon
398
Cigna
CI
$73.7B
– –
-667
Closed -$220K
ICUI icon
399
ICU Medical
ICUI
$4.21B
– –
-121,352
Closed -$16M
INDB icon
400
Independent Bank
INDB
$3.99B
– –
-584,985
Closed -$36.8M
13 14 15
16
17

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TWIM
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PFPG
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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.