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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
INMD icon
401
InMode
INMD
$870M
– –
-1,318,853
Closed -$19M
MTX icon
402
Minerals Technologies
MTX
$2.36B
– –
-659,583
Closed -$36.3M
VRTX icon
403
Vertex Pharmaceuticals
VRTX
$121B
– –
-485
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
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.