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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
+348.29%
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
MSFT icon
1
Microsoft
MSFT
$3.81T
$444M 3.24%
1,182,109
-71,481
-6% -$29.1M
AAPL icon
2
Apple
AAPL
$4.67T
$401M 2.93%
1,804,596
-51,710
-3% -$12M
JPM icon
3
JPMorgan Chase
JPM
$951B
$249M 1.82%
1,013,605
-13,997
-1% -$3.57M
V icon
4
Visa
V
$712B
$227M 1.66%
646,946
-22,970
-3% -$7.77M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.24T
$207M 1.51%
1,337,747
-50,409
-4% -$9.14M
JNJ icon
6
Johnson & Johnson
JNJ
$646B
$181M 1.32%
1,092,003
+6,348
+0.6% +$993K
DCI icon
7
Donaldson
DCI
$10.7B
$176M 1.28%
2,621,959
-27,873
-1% -$1.93M
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.19T
$169M 1.24%
1,084,185
-82,869
-7% -$15.2M
ATR icon
9
AptarGroup
ATR
$8.46B
$169M 1.24%
1,139,603
+5,892
+0.5% +$887K
ACN icon
10
Accenture
ACN
$116B
$166M 1.21%
531,922
-80,524
-13% -$28.4M
ADP icon
11
Automatic Data Processing
ADP
$114B
$156M 1.14%
511,992
-8,180
-2% -$2.47M
UNH icon
12
UnitedHealth
UNH
$353B
$154M 1.13%
294,562
-1,501
-0.5% -$767K
CHE icon
13
Chemed
CHE
$6.84B
$152M 1.11%
246,351
+4,179
+2% +$2.38M
CFR icon
14
Cullen/Frost Bankers
CFR
$10B
$139M 1.02%
1,112,477
+60,187
+6% +$8.09M
FDS icon
15
Factset
FDS
$11B
$135M 0.99%
297,070
-4,544
-2% -$2.07M
CB icon
16
Chubb
CB
$131B
$135M 0.99%
446,892
-245
-0.1% -$68.1K
QLYS icon
17
Qualys
QLYS
$6.47B
$132M 0.97%
1,049,813
+190
+0% +$25.7K
EXLS icon
18
EXL Service
EXLS
$5.82B
$127M 0.93%
2,699,046
-337,270
-11% -$16.2M
CHH icon
19
Choice Hotels
CHH
$4.9B
$125M 0.92%
945,128
-4,458
-0.5% -$636K
COST icon
20
Costco
COST
$419B
$125M 0.91%
131,659
-17,419
-12% -$17M
COO icon
21
Cooper Companies
COO
$13.9B
$121M 0.89%
1,437,977
+58,687
+4% +$5.26M
SYK icon
22
Stryker
SYK
$127B
$119M 0.87%
320,968
-7,252
-2% -$2.76M
CINF icon
23
Cincinnati Financial
CINF
$26.4B
$119M 0.87%
804,777
+8,997
+1% +$1.27M
UNP icon
24
Union Pacific
UNP
$183B
$117M 0.86%
495,557
-3,272
-0.7% -$788K
PEP icon
25
PepsiCo
PEP
$193B
$114M 0.83%
762,081
-13,554
-2% -$2.02M
1
2 3 4 5

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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.