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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
-1.45%
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
$13.7B
AUM Growth
-$564M
Cap. Flow
-$114M
Cap. Flow %
-0.83%
Top 10 Hldgs %
17.45%
Holding
389
New
10
Increased
96
Reduced
194
Closed
17

Top Buys

Rank Stock Value
1
ZBH icon
Zimmer Biomet
ZBH
+$51.1M
2
NTAP icon
NetApp
NTAP
+$48.3M
3
AM icon
Antero Midstream
AM
+$47.2M
4
AMZN icon
Amazon
AMZN
+$40.7M
5
PG icon
Procter & Gamble
PG
+$37.8M

Top Sells

Rank Stock Value
1
GMED icon
Globus Medical
GMED
+$51.3M
2
WAT icon
Waters Corp
WAT
+$50.2M
3
PKG icon
Packaging Corp of America
PKG
+$31.8M
4
FLO icon
Flowers Foods
FLO
+$30M
5
MSFT icon
Microsoft
MSFT
+$29.1M

Sector Composition

Rank Sector Weight
1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCSA icon
76
Comcast
CMCSA
$85B
$61.5M 0.45%
1,667,108
-724,847
-30% -$26.2M
AXP icon
77
American Express
AXP
$227B
$60.5M 0.44%
224,971
+6,290
+3% +$1.86M
CSGS
78
DELISTED
CSG Systems International
CSGS
$60.3M 0.44%
997,302
-68,182
-6% -$4.05M
UPS icon
79
United Parcel Service
UPS
$88.6B
$60.2M 0.44%
547,181
-61,792
-10% -$7.39M
THG icon
80
Hanover Insurance
THG
$8.1B
$60.1M 0.44%
345,374
-6,223
-2% -$1.01M
FELE icon
81
Franklin Electric
FELE
$4.63B
$60M 0.44%
639,056
-9,460
-1% -$941K
RPM icon
82
RPM International
RPM
$13.7B
$58.9M 0.43%
509,206
-395
-0.1% -$48K
DOX icon
83
Amdocs
DOX
$5.92B
$58.7M 0.43%
641,094
-769
-0.1% -$67.1K
GWW icon
84
W.W. Grainger
GWW
$65.3B
$58.5M 0.43%
59,264
+298
+0.5% +$308K
NDSN icon
85
Nordson
NDSN
$16.6B
$58.4M 0.43%
289,633
-586
-0.2% -$124K
STE icon
86
Steris
STE
$22.3B
$58.1M 0.42%
256,271
+31,530
+14% +$6.93M
MRSH
87
Marsh
MRSH
$90.5B
$58M 0.42%
237,831
-5,566
-2% -$1.26M
AMZN icon
88
Amazon
AMZN
$2.92T
$57.1M 0.42%
299,939
+187,373
+166% +$40.7M
TTC icon
89
Toro Company
TTC
$8.75B
$56.7M 0.41%
779,419
+445,287
+133% +$35.2M
IDCC icon
90
InterDigital
IDCC
$7.88B
$56.4M 0.41%
273,006
-4,565
-2% -$919K
LFUS icon
91
Littelfuse
LFUS
$11.2B
$56.2M 0.41%
285,740
-3,045
-1% -$697K
ADI icon
92
Analog Devices
ADI
$179B
$56.1M 0.41%
278,421
-25,888
-9% -$5.59M
EXPD icon
93
Expeditors International
EXPD
$22B
$55.9M 0.41%
464,545
-2,849
-0.6% -$328K
COP icon
94
ConocoPhillips
COP
$147B
$55.4M 0.4%
527,604
-46,795
-8% -$4.67M
HALO icon
95
Halozyme
HALO
$9.79B
$55.3M 0.4%
866,872
-7,209
-0.8% -$419K
MTDR icon
96
Matador Resources
MTDR
$6.2B
$55M 0.4%
1,075,611
+6,251
+0.6% +$345K
META icon
97
Meta Platforms (Facebook)
META
$1.42T
$54.2M 0.4%
94,123
+30,083
+47% +$19.4M
MRK icon
98
Merck
MRK
$322B
$54.1M 0.4%
603,176
-30,447
-5% -$2.84M
ZBH icon
99
Zimmer Biomet
ZBH
$18.2B
$54.1M 0.4%
+478,073
New +$51.1M
AYI icon
100
Acuity Brands
AYI
$9.83B
$53.3M 0.39%
202,482
-3,425
-2% -$1.04M
2 3
4
5 6

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RCMU
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EPFB
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NMIFOAC
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AAMU
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MGIA
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Boston Trust Walden's Q1 2025 Portfolio in Review

As of Q1 2025, Boston Trust Walden held 389 positions worth $13.7B, down 4% from $14.3B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Boston Trust Walden's Q1 2025 filing shows 10 new, 96 increased, 194 reduced and 17 closed positions. Its largest new stake was Zimmer Biomet: 478,073 shares worth $54.1M. The largest sale was Globus Medical, an estimated $51.3M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • Boston Trust Walden's largest Q1 2025 buy was Zimmer Biomet: 478,073 shares worth $54.1M.
  • Boston Trust Walden added most to NetApp in Q1 2025, an estimated $48.3M increase.
  • Boston Trust Walden's biggest Q1 2025 reduction was Waters Corp, cutting an estimated $50.2M.
  • Boston Trust Walden fully exited Globus Medical in Q1 2025, selling an estimated $51.3M.
  • Boston Trust Walden's ten largest holdings make up 17% of its $13.7B portfolio in Q1 2025.
  • Boston Trust Walden opened 10 new positions and closed 17 in Q1 2025.
  • Boston Trust Walden's portfolio value fell 4% quarter-over-quarter to $13.7B.

Based on Boston Trust Walden's 13F filing for Q1 2025, filed 21 Apr 2025.