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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
VWO icon
201
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$11.2M 0.08%
226,069
-15,845
-7% -$735K
USB icon
202
US Bancorp
USB
$100B
$11.1M 0.08%
245,601
-10,395
-4% -$437K
ORLY icon
203
O'Reilly Automotive
ORLY
$75.6B
$11.1M 0.08%
123,240
– –
OII icon
204
Oceaneering
OII
$4.78B
$10.9M 0.08%
+526,125
New +$10.1M
PKG icon
205
Packaging Corp of America
PKG
$22.6B
$9.95M 0.07%
52,788
-295
-0.6% -$55.8K
MTB icon
206
M&T Bank
MTB
$36.6B
$9.51M 0.07%
49,012
+734
+2% +$130K
AMGN icon
207
Amgen
AMGN
$212B
$9.47M 0.07%
33,930
-10,590
-24% -$3M
ANSS
208
DELISTED
Ansys
ANSS
$9.27M 0.07%
26,397
+65
+0.2% +$21.3K
CHTR icon
209
Charter Communications
CHTR
$16.7B
$8.95M 0.06%
21,900
-491
-2% -$188K
DHR icon
210
Danaher
DHR
$140B
$8.78M 0.06%
44,438
+146
+0.3% +$28.3K
IWM icon
211
iShares Russell 2000 ETF
IWM
$80.4B
$8.71M 0.06%
40,376
+31,180
+339% +$6.27M
VEEV icon
212
Veeva Systems
VEEV
$32.7B
$8.6M 0.06%
29,874
-7,671
-20% -$1.9M
EMR icon
213
Emerson Electric
EMR
$85B
$8.1M 0.06%
60,731
-1,527
-2% -$175K
BR icon
214
Broadridge
BR
$18.3B
$7.98M 0.06%
32,819
-393
-1% -$93.4K
ISRG icon
215
Intuitive Surgical
ISRG
$130B
$7.74M 0.06%
14,251
-61
-0.4% -$31.9K
ULTA icon
216
Ulta Beauty
ULTA
$21.6B
$7.67M 0.05%
16,402
-8,331
-34% -$3.45M
BRO icon
217
Brown & Brown
BRO
$24.6B
$7.42M 0.05%
66,942
-831
-1% -$93.4K
CTSH icon
218
Cognizant
CTSH
$23.8B
$7.35M 0.05%
94,219
-28,630
-23% -$2.19M
AVGO icon
219
Broadcom
AVGO
$1.81T
$7.12M 0.05%
25,832
+1,672
+7% +$363K
MSCI icon
220
MSCI
MSCI
$42.1B
$6.98M 0.05%
+12,097
New +$6.7M
ABT icon
221
Abbott
ABT
$187B
$6.9M 0.05%
50,751
+4,418
+10% +$583K
VTI icon
222
Vanguard Total Stock Market ETF
VTI
$656B
$6.09M 0.04%
20,023
+5,025
+34% +$1.41M
ACI icon
223
Albertsons Companies
ACI
$5.67B
$5.65M 0.04%
262,636
– –
ECL icon
224
Ecolab
ECL
$79.6B
$4.96M 0.04%
18,407
-322
-2% -$81.8K
ABBV icon
225
AbbVie
ABBV
$465B
$4.77M 0.03%
25,678
-122
-0.5% -$22.7K
7 8
9
10 11

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TWIM
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PFPG
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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
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

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.