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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
SIGI icon
126
Selective Insurance
SIGI
$5.66B
$39.8M 0.3%
476,211
-141,289
-23% -$11.3M
CNS icon
127
Cohen & Steers
CNS
$4.18B
$39.7M 0.3%
632,103
-280,512
-31% -$18.2M
TXRH icon
128
Texas Roadhouse
TXRH
$13.6B
$39.3M 0.3%
236,762
-2,360
-1% -$399K
BRK.B icon
129
Berkshire Hathaway Class B
BRK.B
$1.1T
$38.9M 0.29%
77,483
-204
-0.3% -$101K
ADI icon
130
Analog Devices
ADI
$179B
$38.5M 0.29%
141,934
-4,588
-3% -$1.15M
MS icon
131
Morgan Stanley
MS
$332B
$38.4M 0.29%
216,353
+37,355
+21% +$6.23M
MRSH
132
Marsh
MRSH
$90.7B
$38M 0.29%
204,655
+27,100
+15% +$5.07M
BDX icon
133
Becton Dickinson
BDX
$45.3B
$37.8M 0.29%
194,985
-13,481
-6% -$2.57M
BLK icon
134
Blackrock
BLK
$170B
$37.6M 0.28%
35,086
+688
+2% +$752K
UPS icon
135
United Parcel Service
UPS
$88.8B
$36.6M 0.28%
368,814
-28,133
-7% -$2.63M
CUBE icon
136
CubeSmart
CUBE
$9.39B
$36.2M 0.27%
1,003,184
-160,791
-14% -$6.11M
QCOM icon
137
Qualcomm
QCOM
$156B
$35.5M 0.27%
207,566
-4,873
-2% -$835K
VOO icon
138
Vanguard S&P 500 ETF
VOO
$975B
$35.4M 0.27%
56,461
+2,056
+4% +$1.28M
USPH icon
139
US Physical Therapy
USPH
$1.21B
$35.3M 0.27%
452,314
-37,754
-8% -$3.06M
ACLS icon
140
Axcelis
ACLS
$3.97B
$34.4M 0.26%
427,736
-32,551
-7% -$2.73M
SXT icon
141
Sensient Technologies
SXT
$5.23B
$34.3M 0.26%
365,447
-23,536
-6% -$2.22M
GPC icon
142
Genuine Parts
GPC
$17.2B
$34.3M 0.26%
278,824
-6,516
-2% -$843K
HRB icon
143
H&R Block
HRB
$5.57B
$33.8M 0.26%
776,309
-80,786
-9% -$3.78M
CRVL icon
144
CorVel
CRVL
$3.05B
$33.4M 0.25%
494,152
-34,930
-7% -$2.53M
MAS icon
145
Masco
MAS
$14.2B
$32.9M 0.25%
518,089
-7,666
-1% -$497K
DHI icon
146
D.R. Horton
DHI
$40.3B
$32.2M 0.24%
223,429
-10,493
-4% -$1.6M
FCPT icon
147
Four Corners Property Trust
FCPT
$2.78B
$32.1M 0.24%
1,394,098
-127,964
-8% -$3.05M
MTDR icon
148
Matador Resources
MTDR
$6.09B
$31.8M 0.24%
748,366
-386,799
-34% -$16.2M
PSMT icon
149
Pricesmart
PSMT
$6B
$31.7M 0.24%
258,250
+77,419
+43% +$9.45M
TTC icon
150
Toro Company
TTC
$8.76B
$31.2M 0.24%
395,905
-33,361
-8% -$2.47M
4 5
6
7 8

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NMIFOAC
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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.