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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
NFLX icon
176
Netflix
NFLX
$300B
$19.4M 0.14%
144,580
+62,330
+76% +$7.05M
INMD icon
177
InMode
INMD
$883M
$19M 0.14%
1,318,853
-46,438
-3% -$681K
MCD icon
178
McDonald's
MCD
$193B
$18.6M 0.13%
63,802
-1,363
-2% -$420K
CVX icon
179
Chevron
CVX
$382B
$17.6M 0.13%
123,185
-6,320
-5% -$891K
VSGX icon
180
Vanguard ESG International Stock ETF
VSGX
$6.37B
$17.2M 0.12%
262,144
+26,267
+11% +$1.62M
AMAL icon
181
Amalgamated Financial
AMAL
$1.48B
$17M 0.12%
+544,044
New +$15.9M
ICUI icon
182
ICU Medical
ICUI
$4.17B
$16M 0.11%
121,352
-95,313
-44% -$12.9M
PNC icon
183
PNC Financial Services
PNC
$99.9B
$15.6M 0.11%
83,727
-2,190
-3% -$371K
HD icon
184
Home Depot
HD
$338B
$15.5M 0.11%
42,376
+127
+0.3% +$46K
LMT icon
185
Lockheed Martin
LMT
$133B
$15.5M 0.11%
33,413
+645
+2% +$302K
HSY icon
186
Hershey
HSY
$37.7B
$15.3M 0.11%
92,067
-31,120
-25% -$5.13M
AVB icon
187
AvalonBay Communities
AVB
$27.3B
$15.1M 0.11%
73,963
-1,579
-2% -$323K
ZTS icon
188
Zoetis
ZTS
$32.7B
$14.9M 0.11%
95,468
+46,450
+95% +$7.37M
DGX icon
189
Quest Diagnostics
DGX
$26.2B
$14.8M 0.11%
82,620
-2,105
-2% -$366K
WEC icon
190
WEC Energy
WEC
$37B
$14.8M 0.11%
141,921
+16,655
+13% +$1.77M
AWK icon
191
American Water Works
AWK
$27.2B
$14M 0.1%
100,322
+7,149
+8% +$1.02M
ON icon
192
ON Semiconductor
ON
$31.9B
$13.1M 0.09%
249,345
-5,487
-2% -$239K
EOG icon
193
EOG Resources
EOG
$77.2B
$13.1M 0.09%
109,123
+78,480
+256% +$8.97M
VZ icon
194
Verizon
VZ
$201B
$12.9M 0.09%
298,837
-10,057
-3% -$436K
BALL icon
195
Ball Corp
BALL
$17.4B
$12.6M 0.09%
225,472
-3,701
-2% -$193K
TJX icon
196
TJX Companies
TJX
$178B
$12.1M 0.09%
97,739
+2,455
+3% +$311K
AME icon
197
Ametek
AME
$54.5B
$12M 0.09%
66,565
-840
-1% -$145K
MDT icon
198
Medtronic
MDT
$112B
$12M 0.09%
137,744
-3,645
-3% -$309K
BKR icon
199
Baker Hughes
BKR
$59.5B
$11.9M 0.09%
311,625
-103,060
-25% -$3.89M
CNM icon
200
Core & Main
CNM
$7.92B
$11.7M 0.08%
194,281
-8,289
-4% -$443K
6 7
8
9 10

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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 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.