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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
+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
Avg Time Held
28.8 quarters
Top 10 Avg Time Held
18.6 quarters
Top 20 Avg Time Held
21.7 quarters

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 Held Since
MSFT icon
1
Microsoft
MSFT
$4.04T
$565M 4.03%
1,136,495
-45,614
-4% -$19.8M
2013 Q2
48 quarters
AAPL icon
2
Apple
AAPL
$4.98T
$360M 2.57%
1,755,454
-49,142
-3% -$9.92M
2013 Q2
48 quarters
JPM icon
3
JPMorgan Chase
JPM
$881B
$277M 1.98%
955,538
-58,067
-6% -$14.8M
2013 Q2
48 quarters
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.33T
$220M 1.57%
1,249,552
-88,195
-7% -$14.4M
2015 Q3
39 quarters
DCI icon
5
Donaldson
DCI
$10.1B
$196M 1.4%
2,825,916
+203,957
+8% +$13.7M
2013 Q2
48 quarters
V icon
6
Visa
V
$744B
$195M 1.39%
550,016
-96,930
-15% -$33.8M
2013 Q2
48 quarters
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.27T
$189M 1.35%
1,066,466
-17,719
-2% -$2.93M
2013 Q2
48 quarters
ATR icon
8
AptarGroup
ATR
$7.58B
$166M 1.18%
1,060,270
-79,333
-7% -$12M
2013 Q2
48 quarters
QLYS icon
9
Qualys
QLYS
$6.85B
$163M 1.16%
1,137,864
+88,051
+8% +$11.7M
2021 Q1
17 quarters
ACN icon
10
Accenture
ACN
$131B
$162M 1.15%
541,631
+9,709
+2% +$2.96M
2016 Q1
37 quarters
JNJ icon
11
Johnson & Johnson
JNJ
$599B
$155M 1.11%
1,014,444
-77,559
-7% -$11.9M
2013 Q2
48 quarters
ADP icon
12
Automatic Data Processing
ADP
$109B
$153M 1.09%
497,530
-14,462
-3% -$4.44M
2013 Q2
48 quarters
NVDA icon
13
NVIDIA
NVDA
$5.52T
$153M 1.09%
965,386
+185,374
+24% +$23.3M
2023 Q1
9 quarters
HUBB icon
14
Hubbell
HUBB
$25.3B
$151M 1.07%
368,660
+67,686
+22% +$25.1M
2015 Q4
38 quarters
CFR icon
15
Cullen/Frost Bankers
CFR
$9.42B
$141M 1.01%
1,100,356
-12,121
-1% -$1.48M
2024 Q3
3 quarters
FDS icon
16
Factset
FDS
$10.3B
$133M 0.95%
297,512
+442
+0.1% +$194K
2013 Q2
48 quarters
COST icon
17
Costco
COST
$423B
$128M 0.92%
129,590
-2,069
-2% -$2.06M
2013 Q2
48 quarters
WTS icon
18
Watts Water Technologies
WTS
$11.7B
$128M 0.91%
518,722
+5,193
+1% +$1.17M
2018 Q1
29 quarters
ORCL icon
19
Oracle
ORCL
$434B
$126M 0.9%
577,772
-10,370
-2% -$1.67M
2013 Q2
48 quarters
CINF icon
20
Cincinnati Financial
CINF
$25.4B
$124M 0.89%
833,789
+29,012
+4% +$4.15M
2013 Q2
48 quarters
SEIC icon
21
SEI Investments
SEIC
$12.7B
$123M 0.88%
1,369,674
+44,195
+3% +$3.56M
2013 Q2
48 quarters
SYK icon
22
Stryker
SYK
$108B
$123M 0.87%
309,835
-11,133
-3% -$4.16M
2013 Q2
48 quarters
CHH icon
23
Choice Hotels
CHH
$4.68B
$123M 0.87%
965,652
+20,524
+2% +$2.59M
2014 Q3
43 quarters
CB icon
24
Chubb
CB
$134B
$121M 0.86%
416,817
-30,075
-7% -$8.65M
2016 Q1
37 quarters
CHE icon
25
Chemed
CHE
$6.55B
$120M 0.86%
247,434
+1,083
+0.4% +$617K
2015 Q3
39 quarters
1
2 3 4 5

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VLKIM
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BCI
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EIG
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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.