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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
+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
IBP icon
76
Installed Building Products
IBP
$6.05B
$65.8M 0.48%
266,893
-27,575
-9% -$6.55M
ZBH icon
77
Zimmer Biomet
ZBH
$17.8B
$65M 0.48%
660,128
-33,194
-5% -$3.29M
AMZN icon
78
Amazon
AMZN
$2.88T
$64.7M 0.47%
294,759
-516
-0.2% -$117K
WSM icon
79
Williams-Sonoma
WSM
$27.2B
$64.1M 0.47%
327,950
-22,181
-6% -$4.24M
APD icon
80
Air Products & Chemicals
APD
$64.9B
$63.8M 0.47%
234,116
-19,497
-8% -$5.64M
IEX icon
81
IDEX
IEX
$16.9B
$62.2M 0.46%
382,246
+729
+0.2% +$123K
ATO icon
82
Atmos Energy
ATO
$29.1B
$61.6M 0.45%
360,997
+42,590
+13% +$6.88M
HALO icon
83
Halozyme
HALO
$9.69B
$61.2M 0.45%
833,893
-11,353
-1% -$754K
EXPD icon
84
Expeditors International
EXPD
$22B
$60.1M 0.44%
490,546
-1,001
-0.2% -$119K
CNS icon
85
Cohen & Steers
CNS
$4.17B
$59.9M 0.44%
912,615
-10,280
-1% -$753K
FFIV icon
86
F5
FFIV
$22.6B
$59.5M 0.44%
183,983
-26,053
-12% -$8.16M
NTAP icon
87
NetApp
NTAP
$34.4B
$59.1M 0.43%
499,063
-41,751
-8% -$4.67M
BMI icon
88
Badger Meter
BMI
$3.83B
$58.9M 0.43%
330,039
+100,298
+44% +$19.7M
MZTI
89
The Marzetti Company
MZTI
$2.94B
$58.7M 0.43%
339,978
-4,627
-1% -$830K
FELE icon
90
Franklin Electric
FELE
$4.56B
$58.7M 0.43%
616,260
-7,373
-1% -$697K
BLD
91
DELISTED
TopBuild
BLD
$58.3M 0.43%
149,200
-135
-0.1% -$53.9K
NYT icon
92
New York Times
NYT
$12.1B
$58.2M 0.43%
+1,014,096
New +$57.8M
KLAC icon
93
KLA
KLAC
$242B
$57.6M 0.42%
534,320
-65,720
-11% -$6.13M
LOW icon
94
Lowe's Companies
LOW
$116B
$57.1M 0.42%
227,389
-40,827
-15% -$10M
EWBC icon
95
East-West Bancorp
EWBC
$17.9B
$56.7M 0.42%
532,320
-39,947
-7% -$4.2M
DOX icon
96
Amdocs
DOX
$5.77B
$55.7M 0.41%
678,618
-311
-0% -$27K
JKHY icon
97
Jack Henry & Associates
JKHY
$10.8B
$55.5M 0.41%
372,776
+96,114
+35% +$16M
MSM icon
98
MSC Industrial Direct
MSM
$6.8B
$54.6M 0.4%
592,478
-9,549
-2% -$852K
CSGS
99
DELISTED
CSG Systems International
CSGS
$54.3M 0.4%
843,455
-132,748
-14% -$8.46M
JAZZ icon
100
Jazz Pharmaceuticals
JAZZ
$15.8B
$53.9M 0.4%
408,827
+930
+0.2% +$112K
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 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.