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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
-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
PKG icon
201
Packaging Corp of America
PKG
$21.9B
$10.5M 0.08%
53,083
-149,072
-74% -$31.8M
SSTK icon
202
Shutterstock
SSTK
$198M
$10.4M 0.08%
557,583
+6,866
+1% +$176K
ON icon
203
ON Semiconductor
ON
$31.8B
$10.4M 0.08%
254,832
+142,388
+127% +$7.17M
CNM icon
204
Core & Main
CNM
$8.23B
$9.79M 0.07%
+202,570
New +$10.5M
CTSH icon
205
Cognizant
CTSH
$24.9B
$9.4M 0.07%
122,849
-9,160
-7% -$746K
CLB icon
206
Core Laboratories
CLB
$490M
$9.16M 0.07%
610,889
-6,447
-1% -$108K
DHR icon
207
Danaher
DHR
$137B
$9.08M 0.07%
44,292
-663
-1% -$145K
ULTA icon
208
Ulta Beauty
ULTA
$22B
$9.07M 0.07%
24,733
-340
-1% -$130K
VEEV icon
209
Veeva Systems
VEEV
$33.1B
$8.7M 0.06%
37,545
-335
-0.9% -$76.5K
MTB icon
210
M&T Bank
MTB
$35.7B
$8.63M 0.06%
48,278
-555
-1% -$105K
BRO icon
211
Brown & Brown
BRO
$23.6B
$8.43M 0.06%
67,773
-545
-0.8% -$60.9K
ANSS
212
DELISTED
Ansys
ANSS
$8.34M 0.06%
26,332
-6,550
-20% -$2.2M
CHTR icon
213
Charter Communications
CHTR
$17.3B
$8.25M 0.06%
22,391
-971
-4% -$347K
ZTS icon
214
Zoetis
ZTS
$32.4B
$8.07M 0.06%
49,018
+7,542
+18% +$1.25M
BR icon
215
Broadridge
BR
$17.8B
$8.05M 0.06%
33,212
-213
-0.6% -$50.1K
NFLX icon
216
Netflix
NFLX
$299B
$7.67M 0.06%
82,250
+73,130
+802% +$6.95M
EA icon
217
Electronic Arts
EA
$53B
$7.6M 0.06%
52,600
-805
-2% -$109K
LH icon
218
Labcorp
LH
$25.4B
$7.58M 0.06%
32,589
-330
-1% -$80.1K
ISRG icon
219
Intuitive Surgical
ISRG
$127B
$7.09M 0.05%
14,312
-365
-2% -$202K
EMR icon
220
Emerson Electric
EMR
$83.9B
$6.83M 0.05%
62,258
-300
-0.5% -$36.2K
GIS icon
221
General Mills
GIS
$19.1B
$6.76M 0.05%
112,980
+12,068
+12% +$725K
ABT icon
222
Abbott
ABT
$183B
$6.15M 0.04%
46,333
-800
-2% -$102K
ACI icon
223
Albertsons Companies
ACI
$5.62B
$5.78M 0.04%
262,636
– –
ABBV icon
224
AbbVie
ABBV
$443B
$5.41M 0.04%
25,800
+195
+0.8% +$37.9K
ECL icon
225
Ecolab
ECL
$78.1B
$4.75M 0.03%
18,729
-175
-0.9% -$44.1K
7 8
9
10 11

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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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TG
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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.