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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
AMZN icon
76
Amazon
AMZN
$2.48T
$64.8M 0.46%
295,275
-4,664
-2% -$923K
PBH icon
77
Prestige Consumer Healthcare
PBH
$2.45B
$63.9M 0.46%
800,166
-19,116
-2% -$1.6M
CSGS
78
DELISTED
CSG Systems International
CSGS
$63.8M 0.45%
976,203
-21,099
-2% -$1.32M
UNH icon
79
UnitedHealth
UNH
$389B
$63.6M 0.45%
203,957
-90,605
-31% -$34.6M
ZBH icon
80
Zimmer Biomet
ZBH
$18.5B
$63.2M 0.45%
693,322
+215,249
+45% +$20.8M
LFUS icon
81
Littelfuse
LFUS
$9.91B
$62.7M 0.45%
276,626
-9,114
-3% -$1.8M
UFPT icon
82
UFP Technologies
UFPT
$2B
$62.4M 0.44%
255,377
+41,230
+19% +$9.28M
BKNG icon
83
Booking.com
BKNG
$154B
$62.1M 0.44%
268,025
-15,725
-6% -$3.22M
DOX icon
84
Amdocs
DOX
$5.83B
$61.9M 0.44%
678,929
+37,835
+6% +$3.38M
FFIV icon
85
F5
FFIV
$22.9B
$61.8M 0.44%
210,036
+15,189
+8% +$4.2M
GWW icon
86
W.W. Grainger
GWW
$66B
$61.1M 0.44%
58,714
-550
-0.9% -$571K
ES icon
87
Eversource Energy
ES
$28.4B
$60.9M 0.43%
957,132
-33,487
-3% -$2.06M
IDCC icon
88
InterDigital
IDCC
$6.72B
$59.9M 0.43%
267,255
-5,751
-2% -$1.22M
MZTI
89
The Marzetti Company
MZTI
$3.02B
$59.5M 0.42%
344,605
+44,279
+15% +$7.64M
LOW icon
90
Lowe's Companies
LOW
$122B
$59.5M 0.42%
268,216
-11,690
-4% -$2.61M
ACLS icon
91
Axcelis
ACLS
$3.69B
$59M 0.42%
845,911
+19,579
+2% +$1.12M
EWBC icon
92
East-West Bancorp
EWBC
$18B
$57.8M 0.41%
572,267
+117,227
+26% +$10.4M
NTAP icon
93
NetApp
NTAP
$34.2B
$57.6M 0.41%
540,814
+42,294
+8% +$4.01M
WSM icon
94
Williams-Sonoma
WSM
$27.8B
$57.2M 0.41%
350,131
+18,341
+6% +$2.88M
TEL icon
95
TE Connectivity
TEL
$62.1B
$56.7M 0.4%
336,285
-17,552
-5% -$2.66M
BMI icon
96
Badger Meter
BMI
$3.9B
$56.3M 0.4%
229,741
-5,340
-2% -$1.21M
EXPD icon
97
Expeditors International
EXPD
$22.4B
$56.2M 0.4%
491,547
+27,002
+6% +$3.02M
FELE icon
98
Franklin Electric
FELE
$4.85B
$56M 0.4%
623,633
-15,423
-2% -$1.35M
CRVL icon
99
CorVel
CRVL
$3.14B
$55.2M 0.39%
536,874
-140,956
-21% -$15.5M
EVR icon
100
Evercore
EVR
$13.2B
$54.9M 0.39%
203,292
+39,263
+24% +$8.64M
2 3
4
5 6

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RCMU
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NMIFOAC
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AAMU
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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.