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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
ROST icon
51
Ross Stores
ROST
$80.9B
$82.8M 0.59%
649,239
-22,140
-3% -$3.07M
MKC icon
52
McCormick & Company Non-Voting
MKC
$14.2B
$82.1M 0.59%
1,083,026
+79,548
+8% +$5.96M
PG icon
53
Procter & Gamble
PG
$339B
$81.6M 0.58%
512,119
+29,796
+6% +$4.86M
DLB icon
54
Dolby
DLB
$4.99B
$81.6M 0.58%
1,098,218
+22,404
+2% +$1.68M
HAE icon
55
Haemonetics
HAE
$3.82B
$81.3M 0.58%
1,089,940
-28,391
-3% -$1.88M
AZO icon
56
AutoZone
AZO
$51.3B
$79.3M 0.57%
21,365
-6,389
-23% -$23.6M
CBOE icon
57
Cboe Global Markets
CBOE
$32.2B
$78.7M 0.56%
337,573
+7,514
+2% +$1.67M
JLL icon
58
Jones Lang LaSalle
JLL
$16.1B
$78.3M 0.56%
306,051
+13,903
+5% +$3.19M
STE icon
59
Steris
STE
$22.7B
$77.8M 0.56%
323,980
+67,709
+26% +$15.8M
OGS icon
60
ONE Gas
OGS
$5.02B
$77M 0.55%
1,070,858
+18,180
+2% +$1.37M
NDSN icon
61
Nordson
NDSN
$16.4B
$76.2M 0.54%
355,613
+65,980
+23% +$13.1M
SNA icon
62
Snap-on
SNA
$21.3B
$76.2M 0.54%
244,971
+31,993
+15% +$10.2M
PAYC icon
63
Paycom
PAYC
$8B
$74.1M 0.53%
320,140
-39,769
-11% -$9.43M
AFG icon
64
American Financial Group
AFG
$12.1B
$73.3M 0.52%
580,638
+77,417
+15% +$9.69M
XOM icon
65
ExxonMobil
XOM
$651B
$73.2M 0.52%
679,318
-5,656
-0.8% -$605K
COLM icon
66
Columbia Sportswear
COLM
$3.23B
$73.2M 0.52%
1,198,524
+5,491
+0.5% +$353K
APD icon
67
Air Products & Chemicals
APD
$65.4B
$71.5M 0.51%
253,613
-9,590
-4% -$2.62M
CVCO icon
68
Cavco Industries
CVCO
$4.42B
$70.9M 0.51%
163,206
-28,616
-15% -$13.4M
LECO icon
69
Lincoln Electric
LECO
$14.1B
$70.5M 0.5%
339,975
+9,153
+3% +$1.75M
CNS icon
70
Cohen & Steers
CNS
$4.25B
$69.5M 0.5%
922,895
+11,464
+1% +$881K
META icon
71
Meta Platforms (Facebook)
META
$1.5T
$67.7M 0.48%
91,722
-2,401
-3% -$1.48M
AM icon
72
Antero Midstream
AM
$10.2B
$67.2M 0.48%
3,543,536
+695,233
+24% +$12.4M
IEX icon
73
IDEX
IEX
$17.1B
$67M 0.48%
381,517
+109,043
+40% +$19.3M
RPM icon
74
RPM International
RPM
$13.9B
$66.1M 0.47%
601,564
+92,358
+18% +$10.2M
IDA icon
75
Idacorp
IDA
$8.1B
$65.4M 0.47%
566,732
+7,250
+1% +$840K
1 2
3
4 5

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RCMU
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NMIFOAC
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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.