We are live on ! Find out more
BTW

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
NKE icon
151
Nike
NKE
$61.9B
$31.4M 0.23%
449,964
-6,727
-1% -$501K
AMPH icon
152
Amphastar Pharmaceuticals
AMPH
$879M
$31.3M 0.23%
1,173,107
-3,346
-0.3% -$86.4K
THG icon
153
Hanover Insurance
THG
$8.03B
$31.2M 0.23%
171,943
-826
-0.5% -$142K
CMCSA icon
154
Comcast
CMCSA
$85.1B
$30.9M 0.23%
982,141
-367,326
-27% -$12.3M
COP icon
155
ConocoPhillips
COP
$145B
$30.9M 0.23%
326,196
-77,272
-19% -$7.31M
TDC icon
156
Teradata
TDC
$2.91B
$30.8M 0.23%
1,433,098
-533,211
-27% -$11.5M
CATY icon
157
Cathay General Bancorp
CATY
$4.19B
$30.7M 0.23%
640,416
-11,025
-2% -$530K
FTNT icon
158
Fortinet
FTNT
$116B
$30.5M 0.22%
+363,180
New +$32.4M
UMBF icon
159
UMB Financial
UMBF
$11B
$29.9M 0.22%
252,922
-4,541
-2% -$523K
A icon
160
Agilent Technologies
A
$38.8B
$29.5M 0.22%
229,761
-48,731
-17% -$5.89M
MS icon
161
Morgan Stanley
MS
$332B
$28.5M 0.21%
178,998
+30,765
+21% +$4.54M
ADBE icon
162
Adobe
ADBE
$98.5B
$28.4M 0.21%
80,507
-12,913
-14% -$4.63M
POWI icon
163
Power Integrations
POWI
$3.43B
$28.3M 0.21%
703,240
-10,659
-1% -$515K
TRNO icon
164
Terreno Realty
TRNO
$7.59B
$27M 0.2%
+475,019
New +$26.9M
AKAM icon
165
Akamai
AKAM
$16.6B
$26.8M 0.2%
354,221
+666
+0.2% +$51.3K
BIO icon
166
Bio-Rad Laboratories Class A
BIO
$8.65B
$26.8M 0.2%
+95,448
New +$26M
COLM icon
167
Columbia Sportswear
COLM
$3.08B
$26.7M 0.2%
510,999
-687,525
-57% -$38.7M
SRCE icon
168
1st Source
SRCE
$2.15B
$24.3M 0.18%
394,736
-7,164
-2% -$449K
FLO icon
169
Flowers Foods
FLO
$1.49B
$24.1M 0.18%
1,847,350
-577,467
-24% -$8.75M
LKFN icon
170
Lakeland Financial Corp
LKFN
$1.56B
$24M 0.18%
+373,331
New +$24.2M
WEC icon
171
WEC Energy
WEC
$35.9B
$23.2M 0.17%
202,588
+60,667
+43% +$6.58M
PSMT icon
172
Pricesmart
PSMT
$6B
$21.9M 0.16%
+180,831
New +$20M
LULU icon
173
lululemon athletica
LULU
$13.5B
$21.7M 0.16%
122,086
-16,910
-12% -$3.39M
EW icon
174
Edwards Lifesciences
EW
$49.4B
$21.4M 0.16%
275,076
-2,015
-0.7% -$157K
VSGX icon
175
Vanguard ESG International Stock ETF
VSGX
$6.51B
$21.1M 0.15%
303,451
+41,307
+16% +$2.77M
5 6
7
8 9

Similar funds

TWIM
TIAA Wealth Investment Management New York $13.1B AUM
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

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.