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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
+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
CHE icon
26
Chemed
CHE
$6.98B
$105M 0.77%
234,466
-12,968
-5% -$5.87M
WTRG icon
27
Essential Utilities
WTRG
$11.4B
$105M 0.77%
2,624,985
+80,102
+3% +$3.05M
STAG icon
28
STAG Industrial
STAG
$7.38B
$104M 0.76%
2,945,459
-20,373
-0.7% -$726K
COO icon
29
Cooper Companies
COO
$13.9B
$102M 0.75%
1,494,960
+29,339
+2% +$2.08M
AMAT icon
30
Applied Materials
AMAT
$401B
$96.8M 0.71%
472,897
-112,399
-19% -$20.4M
CB icon
31
Chubb
CB
$135B
$96.6M 0.71%
342,404
-74,413
-18% -$20.5M
ALLE icon
32
Allegion
ALLE
$13.3B
$95M 0.7%
535,932
-132,500
-20% -$21.9M
MGY icon
33
Magnolia Oil & Gas
MGY
$5.97B
$94.1M 0.69%
3,942,736
-61,034
-2% -$1.46M
CVCO icon
34
Cavco Industries
CVCO
$4.16B
$93.8M 0.69%
161,573
-1,633
-1% -$799K
SEIC icon
35
SEI Investments
SEIC
$12.2B
$93.8M 0.69%
1,105,409
-264,265
-19% -$23.5M
CSCO icon
36
Cisco
CSCO
$452B
$92.8M 0.68%
1,356,109
-297,622
-18% -$20.3M
SMPL icon
37
Simply Good Foods
SMPL
$901M
$87.4M 0.64%
3,520,960
+486,837
+16% +$14.4M
ROST icon
38
Ross Stores
ROST
$80.7B
$87.1M 0.64%
571,274
-77,965
-12% -$11.1M
BJ icon
39
BJs Wholesale Club
BJ
$12.6B
$86.2M 0.63%
924,785
+62,903
+7% +$6.43M
IBOC icon
40
International Bancshares
IBOC
$4.7B
$85.9M 0.63%
1,249,399
-155,669
-11% -$10.9M
PRGS icon
41
Progress Software
PRGS
$1.65B
$85.7M 0.63%
1,950,676
+153,957
+9% +$7.09M
OGS icon
42
ONE Gas
OGS
$4.89B
$84.8M 0.62%
1,048,225
-22,633
-2% -$1.7M
TER icon
43
Teradyne
TER
$56.9B
$84.1M 0.62%
611,282
+183,883
+43% +$20.1M
JLL icon
44
Jones Lang LaSalle
JLL
$16.5B
$83.8M 0.62%
281,054
-24,997
-8% -$7.14M
FDS icon
45
Factset
FDS
$9.35B
$83.2M 0.61%
290,323
-7,189
-2% -$2.75M
NDSN icon
46
Nordson
NDSN
$16.4B
$80.8M 0.59%
355,833
+220
+0.1% +$48.5K
AXP icon
47
American Express
AXP
$227B
$80.6M 0.59%
242,786
-54,305
-18% -$17.3M
STE icon
48
Steris
STE
$22.3B
$80.2M 0.59%
324,264
+284
+0.1% +$68K
UNP icon
49
Union Pacific
UNP
$172B
$79.8M 0.59%
337,463
-83,504
-20% -$18.8M
PEP icon
50
PepsiCo
PEP
$191B
$79.4M 0.58%
565,525
-170,027
-23% -$24.3M
1
2
3 4 5

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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.