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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
ZBRA icon
401
Zebra Technologies
ZBRA
$14B
– –
-173,366
Closed -$51.5M
13 14 15 16
17

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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 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.