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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
+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
AFG icon
51
American Financial Group
AFG
$11.7B
$79.2M 0.58%
543,282
-37,356
-6% -$4.95M
DLB icon
52
Dolby
DLB
$5.42B
$78.8M 0.58%
1,088,185
-10,033
-0.9% -$738K
MEDP icon
53
Medpace
MEDP
$15.9B
$77.7M 0.57%
151,200
+126
+0.1% +$55K
SYY icon
54
Sysco
SYY
$40.6B
$77.5M 0.57%
941,537
-176,626
-16% -$14.1M
RPM icon
55
RPM International
RPM
$13.6B
$76.9M 0.56%
652,716
+51,152
+9% +$6.14M
CBOE icon
56
Cboe Global Markets
CBOE
$31.6B
$76.9M 0.56%
313,480
-24,093
-7% -$5.79M
SNA icon
57
Snap-on
SNA
$21.2B
$76.7M 0.56%
221,318
-23,653
-10% -$7.74M
CHKP icon
58
Check Point Software Technologies
CHKP
$12.9B
$76.2M 0.56%
368,051
-19,631
-5% -$3.96M
DE icon
59
Deere & Co
DE
$160B
$75.7M 0.56%
165,595
-33,896
-17% -$16.7M
XOM icon
60
ExxonMobil
XOM
$634B
$75.3M 0.55%
667,638
-11,680
-2% -$1.3M
AZO icon
61
AutoZone
AZO
$49.2B
$74.3M 0.55%
17,326
-4,039
-19% -$16.2M
IDCC icon
62
InterDigital
IDCC
$7.65B
$74.3M 0.54%
215,145
-52,110
-19% -$14.2M
MKC icon
63
McCormick & Company Non-Voting
MKC
$13.8B
$74.3M 0.54%
1,109,954
+26,928
+2% +$1.89M
NTRS icon
64
Northern Trust
NTRS
$22.3B
$73.8M 0.54%
547,936
-330,657
-38% -$42.6M
IDA icon
65
Idacorp
IDA
$7.95B
$72.9M 0.53%
551,363
-15,369
-3% -$1.9M
LECO icon
66
Lincoln Electric
LECO
$14B
$72.8M 0.53%
308,739
-31,236
-9% -$7.31M
AM icon
67
Antero Midstream
AM
$10.3B
$72.7M 0.53%
3,738,016
+194,480
+5% +$3.51M
LFUS icon
68
Littelfuse
LFUS
$11.1B
$70.9M 0.52%
273,866
-2,760
-1% -$691K
META icon
69
Meta Platforms (Facebook)
META
$1.39T
$70.2M 0.52%
95,612
+3,890
+4% +$2.9M
SLGN icon
70
Silgan Holdings
SLGN
$4.23B
$70.1M 0.51%
1,629,030
-17,903
-1% -$866K
AOS icon
71
A.O. Smith
AOS
$8.17B
$69.5M 0.51%
946,625
+123,851
+15% +$8.84M
TEL icon
72
TE Connectivity
TEL
$60B
$68.2M 0.5%
310,613
-25,672
-8% -$5.14M
GMED icon
73
Globus Medical
GMED
$10.6B
$67.9M 0.5%
+1,185,461
New +$68.3M
PAYC icon
74
Paycom
PAYC
$7.56B
$66.6M 0.49%
319,920
-220
-0.1% -$49.6K
PG icon
75
Procter & Gamble
PG
$333B
$65.9M 0.48%
428,798
-83,321
-16% -$13M
1 2
3
4 5

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RCMU
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NMIFOAC
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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.