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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
+4.98%
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
$14B
AUM Growth
+$333M
Cap. Flow
-$46.3M
Cap. Flow %
-0.33%
Top 10 Hldgs %
17.78%
Holding
384
New
12
Increased
132
Reduced
160
Closed
10

Top Buys

Rank Stock Value
1
HUBB icon
Hubbell
HUBB
+$25.1M
2
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$25M
3
NVDA icon
NVIDIA
NVDA
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$34.6M
2
V icon
Visa
V
+$33.8M
3
THG icon
Hanover Insurance
THG
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

Rank Sector Weight
1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
126
Qualcomm
QCOM
$164B
$45.2M 0.32%
283,985
-14,063
-5% -$2.07M
LAMR icon
127
Lamar Advertising Co
LAMR
$16.7B
$45.1M 0.32%
371,788
-60,068
-14% -$6.97M
TXRH icon
128
Texas Roadhouse
TXRH
$13.7B
$44.8M 0.32%
239,056
+17,316
+8% +$3.11M
HALO icon
129
Halozyme
HALO
$9.88B
$44M 0.31%
845,246
-21,626
-2% -$1.23M
TDC icon
130
Teradata
TDC
$2.88B
$43.9M 0.31%
1,966,309
+349,439
+22% +$7.6M
JAZZ icon
131
Jazz Pharmaceuticals
JAZZ
$16.1B
$43.3M 0.31%
407,897
+229,885
+129% +$25M
MRSH
132
Marsh
MRSH
$94.3B
$42.2M 0.3%
193,068
-44,763
-19% -$10.1M
CORT icon
133
Corcept Therapeutics
CORT
$9.98B
$42M 0.3%
572,072
-12,728
-2% -$923K
ATEN icon
134
A10 Networks
ATEN
$2.07B
$41.9M 0.3%
2,162,796
+516,872
+31% +$8.83M
BDX icon
135
Becton Dickinson
BDX
$46.4B
$41.5M 0.3%
241,036
-104,146
-30% -$19.1M
FCPT icon
136
Four Corners Property Trust
FCPT
$2.89B
$41.5M 0.3%
1,542,725
-35,885
-2% -$988K
BLK icon
137
Blackrock
BLK
$167B
$40.5M 0.29%
38,632
+8,744
+29% +$8.27M
POWI icon
138
Power Integrations
POWI
$3.15B
$39.9M 0.28%
713,899
-19,848
-3% -$1.02M
USPH icon
139
US Physical Therapy
USPH
$1.22B
$38.9M 0.28%
497,814
-13,005
-3% -$959K
FLO icon
140
Flowers Foods
FLO
$1.58B
$38.7M 0.28%
2,424,817
+164,186
+7% +$2.83M
TER icon
141
Teradyne
TER
$50B
$38.4M 0.27%
427,399
+22,635
+6% +$1.81M
BRK.B icon
142
Berkshire Hathaway Class B
BRK.B
$1.1T
$38.4M 0.27%
79,047
-150
-0.2% -$76.2K
VMI icon
143
Valmont Industries
VMI
$8.86B
$37.8M 0.27%
115,613
-2,281
-2% -$700K
CLX icon
144
Clorox
CLX
$12B
$36.9M 0.26%
307,150
+21,915
+8% +$2.92M
INDB icon
145
Independent Bank
INDB
$4.04B
$36.8M 0.26%
584,985
-13,749
-2% -$836K
ADI icon
146
Analog Devices
ADI
$172B
$36.6M 0.26%
153,720
-124,701
-45% -$26M
DHI icon
147
D.R. Horton
DHI
$41.2B
$36.6M 0.26%
283,548
-3,055
-1% -$376K
MTX icon
148
Minerals Technologies
MTX
$2.29B
$36.3M 0.26%
659,583
+55,345
+9% +$3.12M
COP icon
149
ConocoPhillips
COP
$144B
$36.2M 0.26%
403,468
-124,136
-24% -$11.2M
ADBE icon
150
Adobe
ADBE
$105B
$36.1M 0.26%
93,420
-9,798
-9% -$3.78M
4 5
6
7 8

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Boston Trust Walden's Q2 2025 Portfolio in Review

As of Q2 2025, Boston Trust Walden held 384 positions worth $14B, up 2.4% from $13.7B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Boston Trust Walden's Q2 2025 filing shows 12 new, 132 increased, 160 reduced and 10 closed positions. Its largest new stake was Amalgamated Financial: 544,044 shares worth $17M. The largest sale was UnitedHealth, an estimated $34.6M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.

  • Boston Trust Walden's largest Q2 2025 buy was Amalgamated Financial: 544,044 shares worth $17M.
  • Boston Trust Walden added most to Hubbell in Q2 2025, an estimated $25.1M increase.
  • Boston Trust Walden's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $34.6M.
  • Boston Trust Walden fully exited Helmerich & Payne in Q2 2025, selling an estimated $21.8M.
  • Boston Trust Walden's ten largest holdings make up 18% of its $14B portfolio in Q2 2025.
  • Boston Trust Walden opened 12 new positions and closed 10 in Q2 2025.
  • Boston Trust Walden's portfolio value rose 2.4% quarter-over-quarter to $14B.

Based on Boston Trust Walden's 13F filing for Q2 2025, filed 28 Jul 2025.