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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
-1.45%
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
$13.7B
AUM Growth
-$564M
Cap. Flow
-$114M
Cap. Flow %
-0.83%
Top 10 Hldgs %
17.45%
Holding
389
New
10
Increased
96
Reduced
194
Closed
17

Top Buys

Rank Stock Value
1
ZBH icon
Zimmer Biomet
ZBH
+$51.1M
2
NTAP icon
NetApp
NTAP
+$48.3M
3
AM icon
Antero Midstream
AM
+$47.2M
4
AMZN icon
Amazon
AMZN
+$40.7M
5
PG icon
Procter & Gamble
PG
+$37.8M

Top Sells

Rank Stock Value
1
GMED icon
Globus Medical
GMED
+$51.3M
2
WAT icon
Waters Corp
WAT
+$50.2M
3
PKG icon
Packaging Corp of America
PKG
+$31.8M
4
FLO icon
Flowers Foods
FLO
+$30M
5
MSFT icon
Microsoft
MSFT
+$29.1M

Sector Composition

Rank Sector Weight
1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLO icon
126
Flowers Foods
FLO
$1.49B
$43M 0.31%
2,260,631
-1,570,553
-41% -$30M
BLD
127
DELISTED
TopBuild
BLD
$42.7M 0.31%
140,021
-41
-0% -$13.1K
BRK.B icon
128
Berkshire Hathaway Class B
BRK.B
$1.1T
$42.2M 0.31%
79,197
-510
-0.6% -$248K
CLX icon
129
Clorox
CLX
$11.6B
$42M 0.31%
285,235
+414
+0.1% +$63.2K
LULU icon
130
lululemon athletica
LULU
$13.5B
$41.5M 0.3%
146,630
+5,363
+4% +$1.97M
MEDP icon
131
Medpace
MEDP
$16.1B
$41.1M 0.3%
134,804
+229
+0.2% +$77K
ACLS icon
132
Axcelis
ACLS
$4.01B
$41M 0.3%
826,332
+6,216
+0.8% +$393K
LSTR icon
133
Landstar System
LSTR
$5.93B
$41M 0.3%
273,220
-4,300
-2% -$693K
MTD icon
134
Mettler-Toledo International
MTD
$28.6B
$40.9M 0.3%
34,610
+2,296
+7% +$2.93M
EWBC icon
135
East-West Bancorp
EWBC
$17.9B
$40.8M 0.3%
455,040
-8,047
-2% -$768K
HRB icon
136
H&R Block
HRB
$5.58B
$40.4M 0.3%
735,757
+252,185
+52% +$13.5M
ADBE icon
137
Adobe
ADBE
$99.5B
$39.6M 0.29%
103,218
-23,411
-18% -$10M
CUBE icon
138
CubeSmart
CUBE
$9.39B
$38.7M 0.28%
906,727
+176
+0% +$7.35K
MTX icon
139
Minerals Technologies
MTX
$2.36B
$38.4M 0.28%
604,238
-10,285
-2% -$734K
SXT icon
140
Sensient Technologies
SXT
$5.26B
$38.2M 0.28%
513,134
-5,938
-1% -$432K
INDB icon
141
Independent Bank
INDB
$3.99B
$37.5M 0.27%
598,734
-8,009
-1% -$526K
CPK icon
142
Chesapeake Utilities
CPK
$3.19B
$37.5M 0.27%
291,835
-3,515
-1% -$436K
POWI icon
143
Power Integrations
POWI
$3.38B
$37.1M 0.27%
733,747
-5,537
-0.7% -$331K
USPH icon
144
US Physical Therapy
USPH
$1.2B
$37M 0.27%
510,819
-7,856
-2% -$659K
TXRH icon
145
Texas Roadhouse
TXRH
$13.5B
$36.9M 0.27%
221,740
-779
-0.4% -$138K
DHI icon
146
D.R. Horton
DHI
$40B
$36.4M 0.27%
286,603
+1,497
+0.5% +$201K
TDC icon
147
Teradata
TDC
$2.92B
$36.3M 0.27%
1,616,870
-12,248
-0.8% -$331K
CPT icon
148
Camden Property Trust
CPT
$11B
$36.1M 0.26%
294,842
+247
+0.1% +$29K
AMPH icon
149
Amphastar Pharmaceuticals
AMPH
$879M
$35.2M 0.26%
1,215,624
+236,704
+24% +$7.56M
MAS icon
150
Masco
MAS
$14.1B
$34.1M 0.25%
489,907
+171
+0% +$12.8K
4 5
6
7 8

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RCMU
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NMIFOAC
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AAMU
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Boston Trust Walden's Q1 2025 Portfolio in Review

As of Q1 2025, Boston Trust Walden held 389 positions worth $13.7B, down 4% from $14.3B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Boston Trust Walden's Q1 2025 filing shows 10 new, 96 increased, 194 reduced and 17 closed positions. Its largest new stake was Zimmer Biomet: 478,073 shares worth $54.1M. The largest sale was Globus Medical, an estimated $51.3M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • Boston Trust Walden's largest Q1 2025 buy was Zimmer Biomet: 478,073 shares worth $54.1M.
  • Boston Trust Walden added most to NetApp in Q1 2025, an estimated $48.3M increase.
  • Boston Trust Walden's biggest Q1 2025 reduction was Waters Corp, cutting an estimated $50.2M.
  • Boston Trust Walden fully exited Globus Medical in Q1 2025, selling an estimated $51.3M.
  • Boston Trust Walden's ten largest holdings make up 17% of its $13.7B portfolio in Q1 2025.
  • Boston Trust Walden opened 10 new positions and closed 17 in Q1 2025.
  • Boston Trust Walden's portfolio value fell 4% quarter-over-quarter to $13.7B.

Based on Boston Trust Walden's 13F filing for Q1 2025, filed 21 Apr 2025.