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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
+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
TROW icon
176
T. Rowe Price
TROW
$24.1B
$20.7M 0.15%
202,027
-83,303
-29% -$8.76M
UTL icon
177
Unitil
UTL
$973M
$19.8M 0.15%
413,641
+39,511
+11% +$1.93M
TMO icon
178
Thermo Fisher Scientific
TMO
$213B
$19.4M 0.14%
40,100
+37,578
+1,490% +$17.5M
CVX icon
179
Chevron
CVX
$391B
$18.8M 0.14%
120,984
-2,201
-2% -$341K
PAYX icon
180
Paychex
PAYX
$41.6B
$18.6M 0.14%
146,768
-189
-0.1% -$26.2K
NFLX icon
181
Netflix
NFLX
$299B
$17.9M 0.13%
149,080
+4,500
+3% +$549K
CHD icon
182
Church & Dwight Co
CHD
$23.6B
$17.6M 0.13%
201,400
-220
-0.1% -$20.6K
MCD icon
183
McDonald's
MCD
$193B
$17M 0.12%
55,981
-7,821
-12% -$2.38M
INGR icon
184
Ingredion
INGR
$6.29B
$16.7M 0.12%
136,915
+134,943
+6,843% +$17.4M
LMT icon
185
Lockheed Martin
LMT
$134B
$16.6M 0.12%
33,342
-71
-0.2% -$32.2K
SBUX icon
186
Starbucks
SBUX
$121B
$15.4M 0.11%
181,702
-44,871
-20% -$4.02M
OII icon
187
Oceaneering
OII
$4.81B
$14.7M 0.11%
594,950
+68,825
+13% +$1.58M
AMAL icon
188
Amalgamated Financial
AMAL
$1.47B
$14.6M 0.11%
536,161
-7,883
-1% -$234K
TJX icon
189
TJX Companies
TJX
$174B
$14.2M 0.1%
98,012
+273
+0.3% +$36.3K
PNC icon
190
PNC Financial Services
PNC
$99.7B
$14.1M 0.1%
70,270
-13,457
-16% -$2.66M
HD icon
191
Home Depot
HD
$331B
$14M 0.1%
34,450
-7,926
-19% -$3.12M
ZTS icon
192
Zoetis
ZTS
$32.4B
$13.8M 0.1%
94,467
-1,001
-1% -$151K
HSY icon
193
Hershey
HSY
$35.5B
$13.8M 0.1%
73,728
-18,339
-20% -$3.33M
ORLY icon
194
O'Reilly Automotive
ORLY
$73B
$13.2M 0.1%
122,756
-484
-0.4% -$48.7K
CL icon
195
Colgate-Palmolive
CL
$72.9B
$13M 0.1%
162,684
-76,415
-32% -$6.52M
AME icon
196
Ametek
AME
$55.6B
$12.4M 0.09%
66,120
-445
-0.7% -$81.9K
EVR icon
197
Evercore
EVR
$12.3B
$12.1M 0.09%
35,729
-167,563
-82% -$52.5M
VWO icon
198
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$11.7M 0.09%
215,454
-10,615
-5% -$547K
CNM icon
199
Core & Main
CNM
$8.19B
$11M 0.08%
203,539
+9,258
+5% +$561K
SLB icon
200
SLB Ltd
SLB
$73.3B
$10.6M 0.08%
309,484
-273,267
-47% -$9.51M
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 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.