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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
EW icon
176
Edwards Lifesciences
EW
$49.6B
$22.8M 0.17%
266,905
-8,171
-3% -$671K
GPK icon
177
Graphic Packaging
GPK
$3.17B
$21.8M 0.16%
1,447,475
-161,605
-10% -$2.66M
WEC icon
178
WEC Energy
WEC
$35.7B
$20.9M 0.16%
197,898
-4,690
-2% -$519K
LKFN icon
179
Lakeland Financial Corp
LKFN
$1.56B
$19.6M 0.15%
344,319
-29,012
-8% -$1.72M
UTL icon
180
Unitil
UTL
$970M
$18.7M 0.14%
385,232
-28,409
-7% -$1.38M
CORT icon
181
Corcept Therapeutics
CORT
$12.4B
$18.4M 0.14%
527,626
-34,635
-6% -$2.72M
CVX icon
182
Chevron
CVX
$392B
$17.8M 0.13%
117,058
-3,926
-3% -$598K
EOG icon
183
EOG Resources
EOG
$79.2B
$17.7M 0.13%
168,522
+74,070
+78% +$7.96M
PAYX icon
184
Paychex
PAYX
$41.6B
$17.5M 0.13%
155,763
+8,995
+6% +$1.05M
ZTS icon
185
Zoetis
ZTS
$32.4B
$17M 0.13%
135,202
+40,735
+43% +$5.31M
LMT icon
186
Lockheed Martin
LMT
$134B
$16.1M 0.12%
33,337
-5
-0% -$2.39K
CHD icon
187
Church & Dwight Co
CHD
$23.4B
$16.1M 0.12%
192,133
-9,267
-5% -$792K
MCD icon
188
McDonald's
MCD
$192B
$15.8M 0.12%
51,695
-4,286
-8% -$1.31M
TJX icon
189
TJX Companies
TJX
$174B
$15M 0.11%
97,659
-353
-0.4% -$52.2K
SBUX icon
190
Starbucks
SBUX
$120B
$14.3M 0.11%
169,644
-12,058
-7% -$1.02M
PNC icon
191
PNC Financial Services
PNC
$99.7B
$14.3M 0.11%
68,305
-1,965
-3% -$379K
CL icon
192
Colgate-Palmolive
CL
$73.1B
$13.4M 0.1%
170,118
+7,434
+5% +$583K
NFLX icon
193
Netflix
NFLX
$299B
$13.4M 0.1%
143,190
-5,890
-4% -$635K
OII icon
194
Oceaneering
OII
$4.86B
$12.8M 0.1%
532,179
-62,771
-11% -$1.52M
TROW icon
195
T. Rowe Price
TROW
$23.9B
$12.4M 0.09%
121,135
-80,892
-40% -$8.35M
MSCI icon
196
MSCI
MSCI
$41.6B
$12.2M 0.09%
21,180
+8,838
+72% +$4.96M
HD icon
197
Home Depot
HD
$331B
$11.7M 0.09%
33,982
-468
-1% -$171K
ORLY icon
198
O'Reilly Automotive
ORLY
$72.9B
$11.2M 0.08%
122,731
-25
-0% -$2.44K
CNM icon
199
Core & Main
CNM
$8.23B
$10.2M 0.08%
195,584
-7,955
-4% -$408K
DHR icon
200
Danaher
DHR
$137B
$10M 0.08%
43,846
-277
-0.6% -$60.9K
6 7
8
9 10

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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.