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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
+348.29%
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
MSFT icon
1
Microsoft
MSFT
$3.81T
$565M 4.03%
1,136,495
-45,614
-4% -$19.8M
AAPL icon
2
Apple
AAPL
$4.67T
$360M 2.57%
1,755,454
-49,142
-3% -$9.92M
JPM icon
3
JPMorgan Chase
JPM
$951B
$277M 1.98%
955,538
-58,067
-6% -$14.8M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.24T
$220M 1.57%
1,249,552
-88,195
-7% -$14.4M
DCI icon
5
Donaldson
DCI
$10.7B
$196M 1.4%
2,825,916
+203,957
+8% +$13.7M
V icon
6
Visa
V
$712B
$195M 1.39%
550,016
-96,930
-15% -$33.8M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.19T
$189M 1.35%
1,066,466
-17,719
-2% -$2.93M
ATR icon
8
AptarGroup
ATR
$8.46B
$166M 1.18%
1,060,270
-79,333
-7% -$12M
QLYS icon
9
Qualys
QLYS
$6.47B
$163M 1.16%
1,137,864
+88,051
+8% +$11.7M
ACN icon
10
Accenture
ACN
$116B
$162M 1.15%
541,631
+9,709
+2% +$2.96M
JNJ icon
11
Johnson & Johnson
JNJ
$646B
$155M 1.11%
1,014,444
-77,559
-7% -$11.9M
ADP icon
12
Automatic Data Processing
ADP
$114B
$153M 1.09%
497,530
-14,462
-3% -$4.44M
NVDA icon
13
NVIDIA
NVDA
$5.25T
$153M 1.09%
965,386
+185,374
+24% +$23.3M
HUBB icon
14
Hubbell
HUBB
$24.3B
$151M 1.07%
368,660
+67,686
+22% +$25.1M
CFR icon
15
Cullen/Frost Bankers
CFR
$10B
$141M 1.01%
1,100,356
-12,121
-1% -$1.48M
FDS icon
16
Factset
FDS
$11B
$133M 0.95%
297,512
+442
+0.1% +$194K
COST icon
17
Costco
COST
$419B
$128M 0.92%
129,590
-2,069
-2% -$2.06M
WTS icon
18
Watts Water Technologies
WTS
$12.2B
$128M 0.91%
518,722
+5,193
+1% +$1.17M
ORCL icon
19
Oracle
ORCL
$435B
$126M 0.9%
577,772
-10,370
-2% -$1.67M
CINF icon
20
Cincinnati Financial
CINF
$26.4B
$124M 0.89%
833,789
+29,012
+4% +$4.15M
SEIC icon
21
SEI Investments
SEIC
$13.4B
$123M 0.88%
1,369,674
+44,195
+3% +$3.56M
SYK icon
22
Stryker
SYK
$127B
$123M 0.87%
309,835
-11,133
-3% -$4.16M
CHH icon
23
Choice Hotels
CHH
$4.9B
$123M 0.87%
965,652
+20,524
+2% +$2.59M
CB icon
24
Chubb
CB
$131B
$121M 0.86%
416,817
-30,075
-7% -$8.65M
CHE icon
25
Chemed
CHE
$6.84B
$120M 0.86%
247,434
+1,083
+0.4% +$617K
1
2 3 4 5

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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.