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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
COO icon
26
Cooper Companies
COO
$13.9B
$101M 0.77%
1,237,479
-257,481
-17% -$19.3M
COST icon
27
Costco
COST
$423B
$99.8M 0.75%
115,778
-9,486
-8% -$8.6M
ROST icon
28
Ross Stores
ROST
$80.8B
$99.3M 0.75%
551,047
-20,227
-4% -$3.38M
SYK icon
29
Stryker
SYK
$124B
$99M 0.75%
281,801
-6,108
-2% -$2.23M
WTRG icon
30
Essential Utilities
WTRG
$11.4B
$98.2M 0.74%
2,558,690
-66,295
-3% -$2.61M
CHE icon
31
Chemed
CHE
$6.98B
$94.7M 0.71%
221,241
-13,225
-6% -$5.76M
CHH icon
32
Choice Hotels
CHH
$5.04B
$94.4M 0.71%
991,405
-55,379
-5% -$5.27M
JLL icon
33
Jones Lang LaSalle
JLL
$16.5B
$92.9M 0.7%
276,223
-4,831
-2% -$1.51M
CVCO icon
34
Cavco Industries
CVCO
$4.16B
$91.4M 0.69%
154,667
-6,906
-4% -$3.91M
MGY icon
35
Magnolia Oil & Gas
MGY
$5.97B
$91.2M 0.69%
4,168,085
+225,349
+6% +$5.12M
AYI icon
36
Acuity Brands
AYI
$10.1B
$89.4M 0.68%
248,407
-70,685
-22% -$25.6M
SEIC icon
37
SEI Investments
SEIC
$12.2B
$89M 0.67%
1,084,790
-20,619
-2% -$1.69M
AXP icon
38
American Express
AXP
$227B
$88.8M 0.67%
240,126
-2,660
-1% -$952K
BMI icon
39
Badger Meter
BMI
$3.83B
$88.5M 0.67%
507,692
+177,653
+54% +$32M
TER icon
40
Teradyne
TER
$56.9B
$87.4M 0.66%
451,753
-159,529
-26% -$27.4M
OGS icon
41
ONE Gas
OGS
$4.89B
$85.3M 0.64%
1,103,732
+55,507
+5% +$4.46M
NDSN icon
42
Nordson
NDSN
$16.4B
$84M 0.63%
349,174
-6,659
-2% -$1.56M
ALLE icon
43
Allegion
ALLE
$13.3B
$83.5M 0.63%
524,132
-11,800
-2% -$1.97M
BJ icon
44
BJs Wholesale Club
BJ
$12.6B
$83.2M 0.63%
924,289
-496
-0.1% -$45.5K
MEDP icon
45
Medpace
MEDP
$16B
$83.1M 0.63%
148,001
-3,199
-2% -$1.82M
IEX icon
46
IDEX
IEX
$16.9B
$82.3M 0.62%
462,703
+80,457
+21% +$13.7M
FDS icon
47
Factset
FDS
$9.35B
$81.3M 0.61%
280,259
-10,064
-3% -$2.83M
STE icon
48
Steris
STE
$22.3B
$80.7M 0.61%
318,273
-5,991
-2% -$1.5M
PRGS icon
49
Progress Software
PRGS
$1.65B
$80.3M 0.61%
1,869,746
-80,930
-4% -$3.53M
IBOC icon
50
International Bancshares
IBOC
$4.7B
$79.2M 0.6%
1,191,816
-57,583
-5% -$3.9M
1
2
3 4 5

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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.