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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
PEP icon
51
PepsiCo
PEP
$190B
$79.2M 0.6%
551,610
-13,915
-2% -$2.04M
XOM icon
52
ExxonMobil
XOM
$633B
$79.1M 0.6%
656,927
-10,711
-2% -$1.24M
ORCL icon
53
Oracle
ORCL
$363B
$77.5M 0.58%
397,442
-108,977
-22% -$25.9M
CBOE icon
54
Cboe Global Markets
CBOE
$31.5B
$76.2M 0.58%
303,672
-9,808
-3% -$2.44M
DE icon
55
Deere & Co
DE
$160B
$75.8M 0.57%
162,824
-2,771
-2% -$1.3M
SNA icon
56
Snap-on
SNA
$21.2B
$75M 0.57%
217,753
-3,565
-2% -$1.22M
UNP icon
57
Union Pacific
UNP
$172B
$74.6M 0.56%
322,285
-15,178
-4% -$3.46M
MKC icon
58
McCormick & Company Non-Voting
MKC
$13.8B
$72.8M 0.55%
1,069,435
-40,519
-4% -$2.69M
LECO icon
59
Lincoln Electric
LECO
$14B
$72.8M 0.55%
303,755
-4,984
-2% -$1.18M
AOS icon
60
A.O. Smith
AOS
$8.17B
$72M 0.54%
1,076,784
+130,159
+14% +$8.8M
EXPD icon
61
Expeditors International
EXPD
$22B
$71.7M 0.54%
481,443
-9,103
-2% -$1.24M
NYT icon
62
New York Times
NYT
$12.1B
$69.2M 0.52%
997,480
-16,616
-2% -$1.03M
JKHY icon
63
Jack Henry & Associates
JKHY
$10.9B
$68.1M 0.51%
373,361
+585
+0.2% +$97.5K
SYY icon
64
Sysco
SYY
$40.6B
$67.7M 0.51%
918,173
-23,364
-2% -$1.78M
SFM icon
65
Sprouts Farmers Market
SFM
$8.09B
$67.6M 0.51%
848,496
+449,989
+113% +$40.4M
RPM icon
66
RPM International
RPM
$13.6B
$67.4M 0.51%
647,788
-4,928
-0.8% -$533K
JAZZ icon
67
Jazz Pharmaceuticals
JAZZ
$15.8B
$67M 0.51%
393,911
-14,916
-4% -$2.29M
IDA icon
68
Idacorp
IDA
$7.95B
$66.7M 0.5%
527,359
-24,004
-4% -$3.12M
SMPL icon
69
Simply Good Foods
SMPL
$898M
$66.4M 0.5%
3,305,134
-215,826
-6% -$4.49M
AM icon
70
Antero Midstream
AM
$10.2B
$65.9M 0.5%
3,705,697
-32,319
-0.9% -$582K
TEL icon
71
TE Connectivity
TEL
$60.1B
$65.3M 0.49%
286,944
-23,669
-8% -$5.47M
AMZN icon
72
Amazon
AMZN
$2.89T
$64.8M 0.49%
280,768
-13,991
-5% -$3.2M
CHKP icon
73
Check Point Software Technologies
CHKP
$12.9B
$64.7M 0.49%
348,698
-19,353
-5% -$3.74M
LFUS icon
74
Littelfuse
LFUS
$11.1B
$64.3M 0.49%
254,267
-19,599
-7% -$4.99M
AFG icon
75
American Financial Group
AFG
$11.7B
$64.2M 0.48%
469,645
-73,637
-14% -$10.1M
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.