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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
NKE icon
151
Nike
NKE
$61.9B
$34M 0.25%
535,992
-18,524
-3% -$1.36M
KLAC icon
152
KLA
KLAC
$239B
$33.8M 0.25%
496,860
+11,190
+2% +$806K
VMI icon
153
Valmont Industries
VMI
$9.3B
$33.6M 0.25%
117,894
-2,964
-2% -$967K
TER icon
154
Teradyne
TER
$57.6B
$33.4M 0.24%
404,764
-3,413
-0.8% -$382K
DFIN icon
155
Donnelley Financial Solutions
DFIN
$1.18B
$33.3M 0.24%
762,656
-11,101
-1% -$615K
EVR icon
156
Evercore
EVR
$12.4B
$32.8M 0.24%
164,029
-35,008
-18% -$8.72M
GPK icon
157
Graphic Packaging
GPK
$3.17B
$32.3M 0.24%
1,245,385
-11,294
-0.9% -$302K
CRL icon
158
Charles River Laboratories
CRL
$11.2B
$30.9M 0.23%
205,402
+919
+0.4% +$154K
ICUI icon
159
ICU Medical
ICUI
$4.21B
$30.1M 0.22%
216,665
-100,581
-32% -$15.6M
CATY icon
160
Cathay General Bancorp
CATY
$4.22B
$28.7M 0.21%
666,252
-10,841
-2% -$497K
TROW icon
161
T. Rowe Price
TROW
$23.9B
$28.4M 0.21%
309,571
-81,355
-21% -$8.6M
BLK icon
162
Blackrock
BLK
$169B
$28.3M 0.21%
29,888
+2,786
+10% +$2.73M
ATEN icon
163
A10 Networks
ATEN
$2.13B
$26.9M 0.2%
+1,645,924
New +$31.6M
UMBF icon
164
UMB Financial
UMBF
$11.1B
$26.6M 0.19%
262,931
-5,019
-2% -$553K
AKAM icon
165
Akamai
AKAM
$16.7B
$26.5M 0.19%
328,987
+828
+0.3% +$74.3K
SRCE icon
166
1st Source
SRCE
$2.16B
$24.6M 0.18%
411,510
-7,058
-2% -$436K
INMD icon
167
InMode
INMD
$870M
$24.2M 0.18%
1,365,291
-2,085
-0.2% -$37.5K
SBUX icon
168
Starbucks
SBUX
$120B
$23.8M 0.17%
242,931
-67,132
-22% -$6.94M
PAYX icon
169
Paychex
PAYX
$41.6B
$23M 0.17%
149,236
-16,522
-10% -$2.43M
UTL icon
170
Unitil
UTL
$970M
$22.1M 0.16%
383,285
-4,160
-1% -$229K
JAZZ icon
171
Jazz Pharmaceuticals
JAZZ
$15.9B
$22.1M 0.16%
+178,012
New +$23.2M
HP icon
172
Helmerich & Payne
HP
$3.45B
$21.8M 0.16%
836,173
-487,446
-37% -$14.2M
CVX icon
173
Chevron
CVX
$392B
$21.7M 0.16%
129,505
-3,908
-3% -$612K
CL icon
174
Colgate-Palmolive
CL
$73.1B
$21.4M 0.16%
228,138
+29,320
+15% +$2.63M
HSY icon
175
Hershey
HSY
$35.5B
$21.1M 0.15%
123,187
-152,947
-55% -$25M
5 6
7
8 9

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RCMU
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NMIFOAC
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AAMU
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MGIA
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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.