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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
VRSK icon
201
Verisk Analytics
VRSK
$25.4B
$9.88M 0.07%
44,185
+36,025
+441% +$8.13M
SLB icon
202
SLB Ltd
SLB
$73.6B
$9.84M 0.07%
256,274
-53,210
-17% -$1.93M
AWK icon
203
American Water Works
AWK
$26.7B
$9.5M 0.07%
72,796
+780
+1% +$104K
AME icon
204
Ametek
AME
$55.4B
$9.12M 0.07%
44,410
-21,710
-33% -$4.22M
ON icon
205
ON Semiconductor
ON
$31.8B
$9.01M 0.07%
166,360
-6,935
-4% -$356K
AVGO icon
206
Broadcom
AVGO
$1.85T
$8.66M 0.07%
25,033
-1,045
-4% -$374K
AVB icon
207
AvalonBay Communities
AVB
$26.5B
$8.59M 0.06%
47,389
-1,970
-4% -$357K
VWO icon
208
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$8.22M 0.06%
152,969
-62,485
-29% -$3.39M
EMR icon
209
Emerson Electric
EMR
$83.9B
$8.05M 0.06%
60,619
-44
-0.1% -$5.84K
ISRG icon
210
Intuitive Surgical
ISRG
$127B
$7.91M 0.06%
13,972
-170
-1% -$90.5K
VTI icon
211
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$7.8M 0.06%
23,253
+3,230
+16% +$1.07M
ULTA icon
212
Ulta Beauty
ULTA
$22B
$7.71M 0.06%
12,740
-905
-7% -$497K
PKG icon
213
Packaging Corp of America
PKG
$21.9B
$7.26M 0.05%
35,194
-232
-0.7% -$47.2K
BR icon
214
Broadridge
BR
$17.8B
$6.89M 0.05%
30,859
-1,960
-6% -$447K
BRO icon
215
Brown & Brown
BRO
$23.6B
$6.88M 0.05%
86,294
+18,627
+28% +$1.55M
LIN icon
216
Linde
LIN
$221B
$6.41M 0.05%
15,044
+8,863
+143% +$3.8M
VEEV icon
217
Veeva Systems
VEEV
$33.1B
$6.28M 0.05%
28,129
-1,835
-6% -$487K
ABT icon
218
Abbott
ABT
$183B
$5.95M 0.04%
47,457
-195
-0.4% -$24.8K
ABBV icon
219
AbbVie
ABBV
$443B
$5.88M 0.04%
25,726
– –
HSY icon
220
Hershey
HSY
$35.5B
$5.68M 0.04%
31,225
-42,503
-58% -$7.77M
CMI icon
221
Cummins
CMI
$87.5B
$5.53M 0.04%
10,827
– –
BALL icon
222
Ball Corp
BALL
$17.3B
$5.23M 0.04%
98,757
-7,725
-7% -$380K
USB icon
223
US Bancorp
USB
$98.2B
$5.13M 0.04%
96,046
+100
+0.1% +$4.92K
DGX icon
224
Quest Diagnostics
DGX
$25.7B
$5.01M 0.04%
28,849
-745
-3% -$136K
VZ icon
225
Verizon
VZ
$195B
$4.86M 0.04%
119,341
-955
-0.8% -$38.7K
7 8
9
10 11

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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 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.