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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
HRB icon
126
H&R Block
HRB
$5.58B
$43.3M 0.32%
857,095
-7,756
-0.9% -$410K
GDDY icon
127
GoDaddy
GDDY
$11B
$41.8M 0.31%
+305,224
New +$47M
USPH icon
128
US Physical Therapy
USPH
$1.2B
$41.6M 0.31%
490,068
-7,746
-2% -$621K
CRVL icon
129
CorVel
CRVL
$3.06B
$41M 0.3%
529,082
-7,792
-1% -$695K
MRK icon
130
Merck
MRK
$322B
$40.3M 0.3%
480,181
-160,552
-25% -$13.2M
BLK icon
131
Blackrock
BLK
$169B
$40.1M 0.29%
34,398
-4,234
-11% -$4.73M
LSTR icon
132
Landstar System
LSTR
$5.93B
$40M 0.29%
326,370
-3,848
-1% -$511K
TXRH icon
133
Texas Roadhouse
TXRH
$13.5B
$39.7M 0.29%
239,122
+66
+0% +$11.6K
DHI icon
134
D.R. Horton
DHI
$40B
$39.6M 0.29%
233,922
-49,626
-18% -$7.8M
GPC icon
135
Genuine Parts
GPC
$17.1B
$39.5M 0.29%
285,340
-100,370
-26% -$13.5M
LAMR icon
136
Lamar Advertising Co
LAMR
$16.2B
$39.5M 0.29%
322,596
-49,192
-13% -$6.11M
BRK.B icon
137
Berkshire Hathaway Class B
BRK.B
$1.1T
$39.1M 0.29%
77,687
-1,360
-2% -$659K
BDX icon
138
Becton Dickinson
BDX
$45.6B
$39M 0.29%
208,466
-32,570
-14% -$6.05M
DFIN icon
139
Donnelley Financial Solutions
DFIN
$1.18B
$37.7M 0.28%
733,921
-12,992
-2% -$741K
FCPT icon
140
Four Corners Property Trust
FCPT
$2.81B
$37.1M 0.27%
1,522,062
-20,663
-1% -$534K
MAS icon
141
Masco
MAS
$14.1B
$37M 0.27%
525,755
+490
+0.1% +$34.5K
WAT icon
142
Waters Corp
WAT
$37B
$36.7M 0.27%
122,384
-171,941
-58% -$51.9M
SXT icon
143
Sensient Technologies
SXT
$5.26B
$36.5M 0.27%
388,983
-111,865
-22% -$12.2M
ADI icon
144
Analog Devices
ADI
$179B
$36M 0.26%
146,522
-7,198
-5% -$1.73M
MRSH
145
Marsh
MRSH
$90.5B
$35.8M 0.26%
177,555
-15,513
-8% -$3.19M
QCOM icon
146
Qualcomm
QCOM
$155B
$35.3M 0.26%
212,439
-71,546
-25% -$11.3M
VOO icon
147
Vanguard S&P 500 ETF
VOO
$979B
$33.3M 0.24%
54,405
+9,837
+22% +$5.8M
UPS icon
148
United Parcel Service
UPS
$88.6B
$33.2M 0.24%
396,947
-107,469
-21% -$9.73M
TTC icon
149
Toro Company
TTC
$8.75B
$32.7M 0.24%
429,266
-1,818
-0.4% -$139K
GPK icon
150
Graphic Packaging
GPK
$3.17B
$31.5M 0.23%
1,609,080
+403,812
+34% +$8.78M
4 5
6
7 8

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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.