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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
CPT icon
151
Camden Property Trust
CPT
$11.4B
$35.8M 0.26%
317,477
+22,635
+8% +$2.61M
CPK icon
152
Chesapeake Utilities
CPK
$3.31B
$34.3M 0.25%
285,690
-6,145
-2% -$773K
CRL icon
153
Charles River Laboratories
CRL
$11.6B
$34.2M 0.24%
225,191
+19,789
+10% +$2.64M
MAS icon
154
Masco
MAS
$16.5B
$33.8M 0.24%
525,265
+35,358
+7% +$2.23M
LULU icon
155
lululemon athletica
LULU
$13.7B
$33M 0.24%
138,996
-7,634
-5% -$2.1M
A icon
156
Agilent Technologies
A
$39.7B
$32.9M 0.23%
278,492
-93,181
-25% -$10.3M
NKE icon
157
Nike
NKE
$63.9B
$32.4M 0.23%
456,691
-79,301
-15% -$4.76M
TTC icon
158
Toro Company
TTC
$9.08B
$30.5M 0.22%
431,084
-348,335
-45% -$24.7M
CATY icon
159
Cathay General Bancorp
CATY
$4.25B
$29.7M 0.21%
651,441
-14,811
-2% -$629K
THG icon
160
Hanover Insurance
THG
$7.84B
$29.3M 0.21%
172,769
-172,605
-50% -$28.8M
AKAM icon
161
Akamai
AKAM
$16.3B
$28.2M 0.2%
353,555
+24,568
+7% +$1.91M
TROW icon
162
T. Rowe Price
TROW
$26.1B
$27.5M 0.2%
285,330
-24,241
-8% -$2.23M
UMBF icon
163
UMB Financial
UMBF
$10.9B
$27.1M 0.19%
257,463
-5,468
-2% -$545K
AMPH icon
164
Amphastar Pharmaceuticals
AMPH
$888M
$27M 0.19%
1,176,453
-39,171
-3% -$972K
GPK icon
165
Graphic Packaging
GPK
$3.45B
$25.4M 0.18%
1,205,268
-40,117
-3% -$927K
VOO icon
166
Vanguard S&P 500 ETF
VOO
$971B
$25.3M 0.18%
44,568
+6,069
+16% +$3.19M
SRCE icon
167
1st Source
SRCE
$2.18B
$24.9M 0.18%
401,900
-9,610
-2% -$572K
CL icon
168
Colgate-Palmolive
CL
$74.2B
$21.7M 0.16%
239,099
+10,961
+5% +$1M
EW icon
169
Edwards Lifesciences
EW
$48.2B
$21.7M 0.15%
277,091
-2,811
-1% -$210K
PAYX icon
170
Paychex
PAYX
$42.3B
$21.4M 0.15%
146,957
-2,279
-2% -$343K
MS icon
171
Morgan Stanley
MS
$333B
$20.9M 0.15%
148,233
+145,810
+6,018% +$17.9M
SBUX icon
172
Starbucks
SBUX
$118B
$20.8M 0.15%
226,573
-16,358
-7% -$1.42M
SLB icon
173
SLB Ltd
SLB
$74.2B
$19.7M 0.14%
582,751
+187,490
+47% +$6.5M
UTL icon
174
Unitil
UTL
$1.01B
$19.5M 0.14%
374,130
-9,155
-2% -$508K
CHD icon
175
Church & Dwight Co
CHD
$23.7B
$19.4M 0.14%
201,620
+14,523
+8% +$1.43M
5 6
7
8 9

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TWIM
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PFPG
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RCMU
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EPFB
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NMIFOAC
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AAMU
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MGIA
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TG
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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.