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BTW

Boston Trust Walden Portfolio holdings

AUM $13.1B
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
+4.98%
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
$14B
AUM Growth
+$333M
Cap. Flow
-$46.3M
Cap. Flow %
-0.33%
Top 10 Hldgs %
17.78%
Holding
384
New
12
Increased
132
Reduced
160
Closed
10

Top Buys

Rank Stock Value
1
HUBB icon
Hubbell
HUBB
+$25.1M
2
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$25M
3
NVDA icon
NVIDIA
NVDA
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$34.6M
2
V icon
Visa
V
+$33.8M
3
THG icon
Hanover Insurance
THG
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

Rank Sector Weight
1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXLS icon
26
EXL Service
EXLS
$4.36B
$120M 0.86%
2,746,208
+47,162
+2% +$2.16M
AIT icon
27
Applied Industrial Technologies
AIT
$12.9B
$118M 0.84%
508,120
+10,015
+2% +$2.28M
CSCO icon
28
Cisco
CSCO
$452B
$115M 0.82%
1,653,731
-108,113
-6% -$6.64M
PRGS icon
29
Progress Software
PRGS
$1.59B
$115M 0.82%
1,796,719
+32,874
+2% +$2M
NTRS icon
30
Northern Trust
NTRS
$22.4B
$111M 0.79%
878,593
+14,974
+2% +$1.53M
STAG icon
31
STAG Industrial
STAG
$7.77B
$108M 0.77%
2,965,832
+23,337
+0.8% +$807K
AMAT icon
32
Applied Materials
AMAT
$410B
$107M 0.76%
585,296
+20,403
+4% +$3.23M
COO icon
33
Cooper Companies
COO
$13.7B
$104M 0.74%
1,465,621
+27,644
+2% +$2.12M
WAT icon
34
Waters Corp
WAT
$36.4B
$103M 0.73%
294,325
+6,525
+2% +$2.24M
DE icon
35
Deere & Co
DE
$169B
$101M 0.72%
199,491
-39,499
-17% -$19.3M
PEP icon
36
PepsiCo
PEP
$191B
$97.1M 0.69%
735,552
-26,529
-3% -$3.57M
UNP icon
37
Union Pacific
UNP
$178B
$96.9M 0.69%
420,967
-74,590
-15% -$16.6M
ALLE icon
38
Allegion
ALLE
$13.4B
$96.3M 0.69%
668,432
+60,412
+10% +$8.26M
SIGI icon
39
Selective Insurance
SIGI
$5.53B
$96.2M 0.69%
1,109,922
+63,255
+6% +$5.54M
SMPL icon
40
Simply Good Foods
SMPL
$943M
$95.8M 0.68%
3,034,123
+31,455
+1% +$1.09M
AXP icon
41
American Express
AXP
$226B
$94.8M 0.68%
297,091
+72,120
+32% +$20.3M
WTRG icon
42
Essential Utilities
WTRG
$11.2B
$94.5M 0.67%
2,544,883
+68,072
+3% +$2.65M
IBOC icon
43
International Bancshares
IBOC
$4.77B
$93.5M 0.67%
1,405,068
+7,019
+0.5% +$438K
BJ icon
44
BJs Wholesale Club
BJ
$12.1B
$92.9M 0.66%
861,882
-89,587
-9% -$10.2M
CBSH icon
45
Commerce Bancshares
CBSH
$8.49B
$92.2M 0.66%
1,557,474
+29,203
+2% +$1.71M
MGY icon
46
Magnolia Oil & Gas
MGY
$5.69B
$90M 0.64%
4,003,770
+825,162
+26% +$18.3M
SLGN icon
47
Silgan Holdings
SLGN
$4.92B
$89.2M 0.64%
1,646,933
-209,368
-11% -$11.1M
AYI icon
48
Acuity Brands
AYI
$10.1B
$86.4M 0.62%
289,635
+87,153
+43% +$22.6M
CHKP icon
49
Check Point Software Technologies
CHKP
$13.6B
$85.8M 0.61%
387,682
-34,177
-8% -$7.52M
SYY icon
50
Sysco
SYY
$40.2B
$84.7M 0.6%
1,118,163
+191,568
+21% +$13.9M
1
2
3 4 5

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RCMU
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NMIFOAC
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AAMU
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Boston Trust Walden's Q2 2025 Portfolio in Review

As of Q2 2025, Boston Trust Walden held 384 positions worth $14B, up 2.4% from $13.7B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Boston Trust Walden's Q2 2025 filing shows 12 new, 132 increased, 160 reduced and 10 closed positions. Its largest new stake was Amalgamated Financial: 544,044 shares worth $17M. The largest sale was UnitedHealth, an estimated $34.6M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.

  • Boston Trust Walden's largest Q2 2025 buy was Amalgamated Financial: 544,044 shares worth $17M.
  • Boston Trust Walden added most to Hubbell in Q2 2025, an estimated $25.1M increase.
  • Boston Trust Walden's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $34.6M.
  • Boston Trust Walden fully exited Helmerich & Payne in Q2 2025, selling an estimated $21.8M.
  • Boston Trust Walden's ten largest holdings make up 18% of its $14B portfolio in Q2 2025.
  • Boston Trust Walden opened 12 new positions and closed 10 in Q2 2025.
  • Boston Trust Walden's portfolio value rose 2.4% quarter-over-quarter to $14B.

Based on Boston Trust Walden's 13F filing for Q2 2025, filed 28 Jul 2025.