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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
+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
UNH icon
101
UnitedHealth
UNH
$378B
$53.8M 0.4%
155,900
-48,057
-24% -$14.5M
PLXS icon
102
Plexus
PLXS
$6.63B
$52.5M 0.39%
363,041
-6,372
-2% -$861K
SCI icon
103
Service Corp International
SCI
$11.7B
$51.8M 0.38%
621,913
-460
-0.1% -$36.7K
MTD icon
104
Mettler-Toledo International
MTD
$28.3B
$51.6M 0.38%
42,031
+94
+0.2% +$118K
ZBRA icon
105
Zebra Technologies
ZBRA
$13.7B
$51.5M 0.38%
173,366
-286
-0.2% -$91.4K
BKNG icon
106
Booking.com
BKNG
$149B
$51.5M 0.38%
238,525
-29,500
-11% -$6.59M
MTDR icon
107
Matador Resources
MTDR
$6.01B
$51M 0.37%
1,135,165
-5,736
-0.5% -$280K
GWW icon
108
W.W. Grainger
GWW
$64.6B
$50.8M 0.37%
53,264
-5,450
-9% -$5.47M
UFPT icon
109
UFP Technologies
UFPT
$1.93B
$50.3M 0.37%
251,845
-3,532
-1% -$777K
ES icon
110
Eversource Energy
ES
$27B
$50.1M 0.37%
704,842
-252,290
-26% -$16.5M
SIGI icon
111
Selective Insurance
SIGI
$5.64B
$50.1M 0.37%
617,500
-492,422
-44% -$39.7M
ITW icon
112
Illinois Tool Works
ITW
$81.6B
$49.9M 0.37%
191,521
-5,091
-3% -$1.33M
CPT icon
113
Camden Property Trust
CPT
$10.8B
$49.1M 0.36%
459,554
+142,077
+45% +$15.6M
PBH icon
114
Prestige Consumer Healthcare
PBH
$2.33B
$49.1M 0.36%
786,086
-14,080
-2% -$980K
CRL icon
115
Charles River Laboratories
CRL
$11.2B
$48.1M 0.35%
307,242
+82,051
+36% +$13M
ATEN icon
116
A10 Networks
ATEN
$2.16B
$47.9M 0.35%
2,639,992
+477,196
+22% +$8.63M
CUBE icon
117
CubeSmart
CUBE
$9.28B
$47.3M 0.35%
1,163,975
+1,332
+0.1% +$54.3K
CORT icon
118
Corcept Therapeutics
CORT
$12.2B
$46.7M 0.34%
562,261
-9,811
-2% -$710K
HAE icon
119
Haemonetics
HAE
$3.79B
$46.6M 0.34%
956,690
-133,250
-12% -$8.25M
AVY icon
120
Avery Dennison
AVY
$13.1B
$46.1M 0.34%
284,531
-23,932
-8% -$4.12M
ACLS icon
121
Axcelis
ACLS
$3.91B
$44.9M 0.33%
460,287
-385,624
-46% -$31.1M
WHD icon
122
Cactus
WHD
$5.01B
$44.9M 0.33%
1,137,754
-96,996
-8% -$4.08M
VMI icon
123
Valmont Industries
VMI
$9.39B
$44.1M 0.32%
113,622
-1,991
-2% -$724K
CPK icon
124
Chesapeake Utilities
CPK
$3.16B
$43.6M 0.32%
323,761
+38,071
+13% +$4.73M
SFM icon
125
Sprouts Farmers Market
SFM
$8.13B
$43.4M 0.32%
398,507
+374,900
+1,588% +$54.5M
3 4
5
6 7

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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.