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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
-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
CHD icon
176
Church & Dwight Co
CHD
$23.4B
$20.6M 0.15%
187,097
-11,241
-6% -$1.2M
MCD icon
177
McDonald's
MCD
$192B
$20.4M 0.15%
65,165
-2,187
-3% -$654K
EW icon
178
Edwards Lifesciences
EW
$49.6B
$20.3M 0.15%
279,902
-2,470
-0.9% -$177K
VOO icon
179
Vanguard S&P 500 ETF
VOO
$979B
$19.8M 0.14%
38,499
+14,567
+61% +$7.87M
NSP icon
180
Insperity
NSP
$1.93B
$19.7M 0.14%
220,467
+572
+0.3% +$47.5K
BKR icon
181
Baker Hughes
BKR
$60B
$18.2M 0.13%
414,685
-21,280
-5% -$949K
TFX icon
182
Teleflex
TFX
$6.05B
$18.2M 0.13%
131,364
-163,250
-55% -$26.4M
SLB icon
183
SLB Ltd
SLB
$73.6B
$16.5M 0.12%
395,261
+69,017
+21% +$2.83M
AVB icon
184
AvalonBay Communities
AVB
$26.5B
$16.2M 0.12%
75,542
-3,737
-5% -$811K
HD icon
185
Home Depot
HD
$331B
$15.5M 0.11%
42,249
-521
-1% -$203K
PNC icon
186
PNC Financial Services
PNC
$99.7B
$15.1M 0.11%
85,917
-1,305
-1% -$246K
LMT icon
187
Lockheed Martin
LMT
$134B
$14.6M 0.11%
32,768
+5,220
+19% +$2.4M
DGX icon
188
Quest Diagnostics
DGX
$25.7B
$14.3M 0.1%
84,725
+11,795
+16% +$1.94M
VZ icon
189
Verizon
VZ
$195B
$14M 0.1%
308,894
+37,150
+14% +$1.55M
VSGX icon
190
Vanguard ESG International Stock ETF
VSGX
$6.52B
$13.9M 0.1%
235,877
+18,767
+9% +$1.11M
AMGN icon
191
Amgen
AMGN
$208B
$13.9M 0.1%
44,520
+5,983
+16% +$1.77M
AWK icon
192
American Water Works
AWK
$26.7B
$13.7M 0.1%
93,173
+50,490
+118% +$6.65M
WEC icon
193
WEC Energy
WEC
$35.7B
$13.7M 0.1%
125,266
+9,120
+8% +$931K
MDT icon
194
Medtronic
MDT
$109B
$12.7M 0.09%
141,389
+8,047
+6% +$720K
BALL icon
195
Ball Corp
BALL
$17.3B
$11.9M 0.09%
229,173
+12,665
+6% +$665K
ORLY icon
196
O'Reilly Automotive
ORLY
$72.9B
$11.8M 0.09%
123,240
-3,375
-3% -$294K
TJX icon
197
TJX Companies
TJX
$174B
$11.6M 0.08%
95,284
-2,100
-2% -$255K
AME icon
198
Ametek
AME
$55.4B
$11.6M 0.08%
67,405
-860
-1% -$156K
VWO icon
199
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$10.9M 0.08%
241,914
-19,200
-7% -$864K
USB icon
200
US Bancorp
USB
$98.2B
$10.8M 0.08%
255,996
+70,967
+38% +$3.27M
6 7
8
9 10

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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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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.