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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
SOLV icon
376
Solventum
SOLV
$14.8B
$220K ﹤0.01%
2,774
-317
-10% -$24.3K
FSLR icon
377
First Solar
FSLR
$22.7B
$218K ﹤0.01%
+835
New +$211K
VCIT icon
378
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$216K ﹤0.01%
2,577
-1,483
-37% -$125K
AIG icon
379
American International
AIG
$41.7B
$214K ﹤0.01%
2,500
-1,000
-29% -$80K
GSLC icon
380
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
$211K ﹤0.01%
1,593
-75
-4% -$9.84K
VFC icon
381
VF Corp
VFC
$5.63B
$211K ﹤0.01%
11,660
– –
BIP icon
382
Brookfield Infrastructure Partners
BIP
$19.2B
$210K ﹤0.01%
+6,050
New +$211K
ROK icon
383
Rockwell Automation
ROK
$53.4B
$209K ﹤0.01%
+538
New +$202K
AGG icon
384
iShares Core US Aggregate Bond ETF
AGG
$137B
– –
-2,019
Closed -$202K
AMAL icon
385
Amalgamated Financial
AMAL
$1.48B
– –
-536,161
Closed -$14.6M
AMCR icon
386
Amcor
AMCR
$20.8B
– –
-27,254
Closed -$1.11M
ANET icon
387
Arista Networks
ANET
$227B
– –
-1,522
Closed -$222K
CLX icon
388
Clorox
CLX
$11.6B
– –
-3,048
Closed -$376K
DORM icon
389
Dorman Products
DORM
$3.98B
– –
-1,300
Closed -$203K
EVR icon
390
Evercore
EVR
$12.4B
– –
-35,729
Closed -$12.1M
FLO icon
391
Flowers Foods
FLO
$1.49B
– –
-1,847,350
Closed -$24.1M
GSIE icon
392
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6B
– –
-4,984
Closed -$205K
K
393
DELISTED
Kellanova
K
– –
-2,700
Closed -$221K
LH icon
394
Labcorp
LH
$25B
– –
-900
Closed -$258K
LPLA icon
395
LPL Financial
LPLA
$28.3B
– –
-680
Closed -$226K
MUB icon
396
iShares National Muni Bond ETF
MUB
$45.1B
– –
-3,760
Closed -$400K
PPG icon
397
PPG Industries
PPG
$24.6B
– –
-5,580
Closed -$587K
TDC icon
398
Teradata
TDC
$2.92B
– –
-1,433,098
Closed -$30.8M
UNFI icon
399
United Natural Foods
UNFI
$3.08B
– –
-5,400
Closed -$203K
VTEB icon
400
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
– –
-4,305
Closed -$216K
13 14 15
16
17

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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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TG
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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.