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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
PLXS icon
101
Plexus
PLXS
$6.63B
$49.9M 0.38%
339,150
-23,891
-7% -$3.5M
PAYC icon
102
Paycom
PAYC
$7.53B
$49.8M 0.38%
312,417
-7,503
-2% -$1.33M
CPT icon
103
Camden Property Trust
CPT
$10.8B
$49.8M 0.38%
452,238
-7,316
-2% -$761K
WSM icon
104
Williams-Sonoma
WSM
$27.2B
$49.5M 0.37%
277,385
-50,565
-15% -$9.47M
BKNG icon
105
Booking.com
BKNG
$150B
$49.5M 0.37%
231,250
-7,275
-3% -$1.5M
MRK icon
106
Merck
MRK
$319B
$49M 0.37%
465,618
-14,563
-3% -$1.37M
SCI icon
107
Service Corp International
SCI
$11.7B
$48.2M 0.36%
617,691
-4,222
-0.7% -$338K
WHD icon
108
Cactus
WHD
$5.01B
$47.4M 0.36%
1,038,716
-99,038
-9% -$4.14M
ITW icon
109
Illinois Tool Works
ITW
$81.6B
$47M 0.36%
190,980
-541
-0.3% -$135K
HAE icon
110
Haemonetics
HAE
$3.79B
$46.5M 0.35%
580,650
-376,040
-39% -$25.3M
APD icon
111
Air Products & Chemicals
APD
$65B
$46.5M 0.35%
188,253
-45,863
-20% -$11.6M
FFIV icon
112
F5
FFIV
$22.6B
$46.5M 0.35%
182,149
-1,834
-1% -$493K
MSM icon
113
MSC Industrial Direct
MSM
$6.82B
$46.4M 0.35%
552,212
-40,266
-7% -$3.49M
GDDY icon
114
GoDaddy
GDDY
$10.4B
$45.8M 0.35%
369,175
+63,951
+21% +$8.28M
CPK icon
115
Chesapeake Utilities
CPK
$3.16B
$45.6M 0.34%
365,353
+41,592
+13% +$5.49M
ES icon
116
Eversource Energy
ES
$27B
$45.1M 0.34%
669,728
-35,114
-5% -$2.47M
IDCC icon
117
InterDigital
IDCC
$7.73B
$44.3M 0.33%
139,215
-75,930
-35% -$26.8M
ATMU icon
118
Atmus Filtration Technologies
ATMU
$4.22B
$44.3M 0.33%
+853,477
New +$41.3M
PBH icon
119
Prestige Consumer Healthcare
PBH
$2.33B
$44M 0.33%
713,772
-72,314
-9% -$4.43M
LSTR icon
120
Landstar System
LSTR
$5.8B
$43.8M 0.33%
304,480
-21,890
-7% -$2.92M
MZTI
121
The Marzetti Company
MZTI
$2.95B
$43.4M 0.33%
263,686
-76,292
-22% -$12.7M
ATEN icon
122
A10 Networks
ATEN
$2.15B
$43.2M 0.33%
2,440,649
-199,343
-8% -$3.53M
VMI icon
123
Valmont Industries
VMI
$9.38B
$43.1M 0.33%
107,039
-6,583
-6% -$2.68M
WAT icon
124
Waters Corp
WAT
$36.9B
$42.7M 0.32%
112,407
-9,977
-8% -$3.67M
LAMR icon
125
Lamar Advertising Co
LAMR
$16.1B
$40.5M 0.31%
319,858
-2,738
-0.8% -$343K
3 4
5
6 7

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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.