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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
KLAC icon
76
KLA
KLAC
$241B
$62.6M 0.47%
515,100
-19,220
-4% -$2.25M
META icon
77
Meta Platforms (Facebook)
META
$1.4T
$62M 0.47%
93,922
-1,690
-2% -$1.13M
SLGN icon
78
Silgan Holdings
SLGN
$4.23B
$61.9M 0.47%
1,533,779
-95,251
-6% -$3.87M
BLD
79
DELISTED
TopBuild
BLD
$61.6M 0.47%
147,699
-1,501
-1% -$644K
CRL icon
80
Charles River Laboratories
CRL
$11.2B
$60.8M 0.46%
304,877
-2,365
-0.8% -$429K
PG icon
81
Procter & Gamble
PG
$332B
$60.2M 0.45%
420,098
-8,700
-2% -$1.28M
IBP icon
82
Installed Building Products
IBP
$6.07B
$59.7M 0.45%
230,205
-36,688
-14% -$9.49M
AVY icon
83
Avery Dennison
AVY
$13.1B
$59.6M 0.45%
327,423
+42,892
+15% +$7.42M
EWBC icon
84
East-West Bancorp
EWBC
$17.9B
$58.8M 0.44%
523,391
-8,929
-2% -$948K
NTRS icon
85
Northern Trust
NTRS
$22.4B
$58.3M 0.44%
427,112
-120,824
-22% -$15.9M
ATO icon
86
Atmos Energy
ATO
$29.1B
$57.6M 0.43%
343,445
-17,552
-5% -$3.03M
MTD icon
87
Mettler-Toledo International
MTD
$28.3B
$57.5M 0.43%
41,214
-817
-2% -$1.14M
ZBH icon
88
Zimmer Biomet
ZBH
$17.9B
$57.3M 0.43%
636,784
-23,344
-4% -$2.21M
DLB icon
89
Dolby
DLB
$5.47B
$56.8M 0.43%
885,234
-202,951
-19% -$13.6M
AZO icon
90
AutoZone
AZO
$49.3B
$55.2M 0.42%
16,280
-1,046
-6% -$3.95M
FELE icon
91
Franklin Electric
FELE
$4.55B
$54.9M 0.41%
574,257
-42,003
-7% -$4.01M
DOX icon
92
Amdocs
DOX
$5.77B
$53.1M 0.4%
659,027
-19,591
-3% -$1.58M
GWW icon
93
W.W. Grainger
GWW
$64.6B
$53M 0.4%
52,571
-693
-1% -$672K
LOW icon
94
Lowe's Companies
LOW
$116B
$53M 0.4%
219,881
-7,508
-3% -$1.8M
HALO icon
95
Halozyme
HALO
$9.69B
$52.6M 0.4%
781,835
-52,058
-6% -$3.5M
NTAP icon
96
NetApp
NTAP
$34.4B
$52.4M 0.4%
489,379
-9,684
-2% -$1.11M
UFPT icon
97
UFP Technologies
UFPT
$1.93B
$51.7M 0.39%
232,676
-19,169
-8% -$4.11M
UNH icon
98
UnitedHealth
UNH
$378B
$51.3M 0.39%
155,326
-574
-0.4% -$195K
CSGS
99
DELISTED
CSG Systems International
CSGS
$51M 0.38%
664,666
-178,789
-21% -$13.2M
DT icon
100
Dynatrace
DT
$12.7B
$50M 0.38%
+1,153,340
New +$53.8M
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 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.