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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
THG icon
151
Hanover Insurance
THG
$8.05B
$31.1M 0.24%
170,347
-1,596
-0.9% -$287K
CVLT icon
152
Commault Systems
CVLT
$4.77B
$30.8M 0.23%
+245,933
New +$34.6M
CWST icon
153
Casella Waste Systems
CWST
$5.66B
$30.5M 0.23%
+311,665
New +$28.9M
AKAM icon
154
Akamai
AKAM
$16.6B
$30.4M 0.23%
348,956
-5,265
-1% -$433K
IWM icon
155
iShares Russell 2000 ETF
IWM
$79.9B
$30.2M 0.23%
122,805
+113,270
+1,188% +$27.8M
FTNT icon
156
Fortinet
FTNT
$118B
$30M 0.23%
378,046
+14,866
+4% +$1.23M
CATY icon
157
Cathay General Bancorp
CATY
$4.21B
$29.1M 0.22%
602,303
-38,113
-6% -$1.83M
AMPH icon
158
Amphastar Pharmaceuticals
AMPH
$873M
$29.1M 0.22%
1,087,266
-85,841
-7% -$2.21M
A icon
159
Agilent Technologies
A
$39.2B
$28.3M 0.21%
207,881
-21,880
-10% -$3.14M
NKE icon
160
Nike
NKE
$62B
$28M 0.21%
438,776
-11,188
-2% -$729K
CMCSA icon
161
Comcast
CMCSA
$85.4B
$27.7M 0.21%
927,204
-54,937
-6% -$1.57M
UMBF icon
162
UMB Financial
UMBF
$11B
$27.3M 0.21%
237,130
-15,792
-6% -$1.79M
COP icon
163
ConocoPhillips
COP
$146B
$27.2M 0.21%
290,831
-35,365
-11% -$3.2M
BIO icon
164
Bio-Rad Laboratories Class A
BIO
$8.71B
$27.2M 0.21%
89,838
-5,610
-6% -$1.75M
TRNO icon
165
Terreno Realty
TRNO
$7.58B
$26.3M 0.2%
447,965
-27,054
-6% -$1.63M
COLM icon
166
Columbia Sportswear
COLM
$3.06B
$25.7M 0.19%
467,367
-43,632
-9% -$2.33M
TMO icon
167
Thermo Fisher Scientific
TMO
$213B
$25.5M 0.19%
43,973
+3,873
+10% +$2.19M
VSGX icon
168
Vanguard ESG International Stock ETF
VSGX
$6.53B
$24.7M 0.19%
344,906
+41,455
+14% +$2.92M
DFIN icon
169
Donnelley Financial Solutions
DFIN
$1.18B
$24.3M 0.18%
519,908
-214,013
-29% -$10.3M
PCTY icon
170
Paylocity
PCTY
$7.31B
$24.1M 0.18%
+157,953
New +$23.5M
AMGN icon
171
Amgen
AMGN
$209B
$23.5M 0.18%
71,905
+57,235
+390% +$18.2M
ADBE icon
172
Adobe
ADBE
$99B
$23.5M 0.18%
67,220
-13,287
-17% -$4.52M
SRCE icon
173
1st Source
SRCE
$2.16B
$23.3M 0.18%
372,082
-22,654
-6% -$1.4M
POWI icon
174
Power Integrations
POWI
$3.42B
$23M 0.17%
646,744
-56,496
-8% -$2.14M
LULU icon
175
lululemon athletica
LULU
$13.6B
$22.8M 0.17%
109,686
-12,400
-10% -$2.25M
5 6
7
8 9

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RCMU
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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.