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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
-1.45%
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
$13.7B
AUM Growth
-$564M
Cap. Flow
-$114M
Cap. Flow %
-0.83%
Top 10 Hldgs %
17.45%
Holding
389
New
10
Increased
96
Reduced
194
Closed
17

Top Buys

Rank Stock Value
1
ZBH icon
Zimmer Biomet
ZBH
+$51.1M
2
NTAP icon
NetApp
NTAP
+$48.3M
3
AM icon
Antero Midstream
AM
+$47.2M
4
AMZN icon
Amazon
AMZN
+$40.7M
5
PG icon
Procter & Gamble
PG
+$37.8M

Top Sells

Rank Stock Value
1
GMED icon
Globus Medical
GMED
+$51.3M
2
WAT icon
Waters Corp
WAT
+$50.2M
3
PKG icon
Packaging Corp of America
PKG
+$31.8M
4
FLO icon
Flowers Foods
FLO
+$30M
5
MSFT icon
Microsoft
MSFT
+$29.1M

Sector Composition

Rank Sector Weight
1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIT icon
26
Applied Industrial Technologies
AIT
$12.4B
$112M 0.82%
498,105
-4,678
-0.9% -$1.15M
DE icon
27
Deere & Co
DE
$165B
$112M 0.82%
238,990
-10,231
-4% -$4.79M
CSCO icon
28
Cisco
CSCO
$443B
$109M 0.79%
1,761,844
+9,844
+0.6% +$606K
BJ icon
29
BJs Wholesale Club
BJ
$12.8B
$109M 0.79%
951,469
-38,625
-4% -$3.98M
STAG icon
30
STAG Industrial
STAG
$7.5B
$106M 0.78%
2,942,495
+437,527
+17% +$15.3M
WAT icon
31
Waters Corp
WAT
$37.3B
$106M 0.78%
287,800
-129,767
-31% -$50.2M
AZO icon
32
AutoZone
AZO
$51.3B
$106M 0.77%
27,754
-1,806
-6% -$6.23M
WTS icon
33
Watts Water Technologies
WTS
$11.2B
$105M 0.77%
513,529
-5,569
-1% -$1.17M
SMPL icon
34
Simply Good Foods
SMPL
$907M
$104M 0.76%
3,002,668
-28,906
-1% -$1.05M
SEIC icon
35
SEI Investments
SEIC
$12.3B
$103M 0.75%
1,325,479
+19,150
+1% +$1.54M
CVCO icon
36
Cavco Industries
CVCO
$4.36B
$99.7M 0.73%
191,822
-2,073
-1% -$1.04M
HUBB icon
37
Hubbell
HUBB
$24.4B
$99.6M 0.73%
300,974
+4,117
+1% +$1.59M
WTRG icon
38
Essential Utilities
WTRG
$11.5B
$97.9M 0.72%
2,476,811
+349,904
+16% +$12.9M
CHKP icon
39
Check Point Software Technologies
CHKP
$14.3B
$96.2M 0.7%
421,859
-65,424
-13% -$13.9M
SIGI icon
40
Selective Insurance
SIGI
$5.76B
$95.8M 0.7%
1,046,667
-8,654
-0.8% -$758K
SLGN icon
41
Silgan Holdings
SLGN
$4.51B
$94.9M 0.69%
1,856,301
-20,856
-1% -$1.09M
PRGS icon
42
Progress Software
PRGS
$1.75B
$90.9M 0.66%
1,763,845
-17,570
-1% -$1.01M
CBSH icon
43
Commerce Bancshares
CBSH
$8.68B
$90.6M 0.66%
1,528,271
-14,026
-0.9% -$854K
COLM icon
44
Columbia Sportswear
COLM
$3.25B
$90.3M 0.66%
1,193,033
-91,107
-7% -$7.6M
IBOC icon
45
International Bancshares
IBOC
$4.77B
$88.2M 0.64%
1,398,049
-14,484
-1% -$936K
DLB icon
46
Dolby
DLB
$4.97B
$86.4M 0.63%
1,075,814
-8,886
-0.8% -$725K
ROST icon
47
Ross Stores
ROST
$80.8B
$85.8M 0.63%
671,379
-947
-0.1% -$133K
NTRS icon
48
Northern Trust
NTRS
$21.8B
$85.2M 0.62%
863,619
-65,235
-7% -$6.92M
NVDA icon
49
NVIDIA
NVDA
$4.6T
$84.5M 0.62%
780,012
+234,080
+43% +$29.7M
MKC icon
50
McCormick & Company Non-Voting
MKC
$14B
$82.6M 0.6%
1,003,478
+347,141
+53% +$27.2M
1
2
3 4 5

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Boston Trust Walden's Q1 2025 Portfolio in Review

As of Q1 2025, Boston Trust Walden held 389 positions worth $13.7B, down 4% from $14.3B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Boston Trust Walden's Q1 2025 filing shows 10 new, 96 increased, 194 reduced and 17 closed positions. Its largest new stake was Zimmer Biomet: 478,073 shares worth $54.1M. The largest sale was Globus Medical, an estimated $51.3M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • Boston Trust Walden's largest Q1 2025 buy was Zimmer Biomet: 478,073 shares worth $54.1M.
  • Boston Trust Walden added most to NetApp in Q1 2025, an estimated $48.3M increase.
  • Boston Trust Walden's biggest Q1 2025 reduction was Waters Corp, cutting an estimated $50.2M.
  • Boston Trust Walden fully exited Globus Medical in Q1 2025, selling an estimated $51.3M.
  • Boston Trust Walden's ten largest holdings make up 17% of its $13.7B portfolio in Q1 2025.
  • Boston Trust Walden opened 10 new positions and closed 17 in Q1 2025.
  • Boston Trust Walden's portfolio value fell 4% quarter-over-quarter to $13.7B.

Based on Boston Trust Walden's 13F filing for Q1 2025, filed 21 Apr 2025.