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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
+5.44%
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
$13.6B
AUM Growth
-$390M
Cap. Flow
-$833M
Cap. Flow %
-6.11%
Top 10 Hldgs %
19.04%
Holding
403
New
29
Increased
86
Reduced
204
Closed
12

Top Buys

Rank Stock Value
1
GMED icon
Globus Medical
GMED
+$68.3M
2
NYT icon
New York Times
NYT
+$57.8M
3
SFM icon
Sprouts Farmers Market
SFM
+$54.5M
4
GDDY icon
GoDaddy
GDDY
+$47M
5
FTNT icon
Fortinet
FTNT
+$32.4M

Top Sells

Rank Stock Value
1
EVR icon
Evercore
EVR
+$52.5M
2
WAT icon
Waters Corp
WAT
+$51.9M
3
JNJ icon
Johnson & Johnson
JNJ
+$51.4M
4
NTRS icon
Northern Trust
NTRS
+$42.6M
5
MSFT icon
Microsoft
MSFT
+$41.8M

Sector Composition

Rank Sector Weight
1 Technology 25.47%
2 Financials 15.29%
3 Industrials 14.96%
4 Healthcare 12.66%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.35T
$546M 4.01%
1,054,523
-81,972
-7% -$41.8M
AAPL icon
2
Apple
AAPL
$4.9T
$407M 2.98%
1,597,030
-158,424
-9% -$35.8M
JPM icon
3
JPMorgan Chase
JPM
$933B
$260M 1.91%
825,787
-129,751
-14% -$38.6M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.08T
$257M 1.89%
1,057,221
-192,331
-15% -$40.3M
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.08T
$227M 1.66%
931,257
-135,209
-13% -$28.4M
DCI icon
6
Donaldson
DCI
$10.7B
$221M 1.62%
2,702,725
-123,191
-4% -$9.29M
NVDA icon
7
NVIDIA
NVDA
$4.72T
$186M 1.36%
995,861
+30,475
+3% +$5.31M
V icon
8
Visa
V
$684B
$174M 1.28%
509,138
-40,878
-7% -$14.1M
ATR icon
9
AptarGroup
ATR
$8.54B
$165M 1.21%
1,234,354
+174,084
+16% +$25.2M
QLYS icon
10
Qualys
QLYS
$4.99B
$152M 1.11%
1,146,289
+8,425
+0.7% +$1.14M
HUBB icon
11
Hubbell
HUBB
$25B
$151M 1.11%
350,616
-18,044
-5% -$7.77M
ORCL icon
12
Oracle
ORCL
$367B
$142M 1.04%
506,419
-71,353
-12% -$18.2M
CFR icon
13
Cullen/Frost Bankers
CFR
$10.3B
$138M 1.02%
1,091,937
-8,419
-0.8% -$1.09M
ADP icon
14
Automatic Data Processing
ADP
$105B
$138M 1.01%
470,778
-26,752
-5% -$8.05M
WTS icon
15
Watts Water Technologies
WTS
$11.5B
$133M 0.98%
477,613
-41,109
-8% -$11M
JNJ icon
16
Johnson & Johnson
JNJ
$617B
$133M 0.97%
714,594
-299,850
-30% -$51.4M
AIT icon
17
Applied Industrial Technologies
AIT
$12.6B
$132M 0.97%
503,977
-4,143
-0.8% -$1.09M
CINF icon
18
Cincinnati Financial
CINF
$26.8B
$124M 0.91%
785,456
-48,333
-6% -$7.34M
EXLS icon
19
EXL Service
EXLS
$5.21B
$120M 0.88%
2,721,159
-25,049
-0.9% -$1.08M
COST icon
20
Costco
COST
$423B
$116M 0.85%
125,264
-4,326
-3% -$4.15M
CBSH icon
21
Commerce Bancshares
CBSH
$8.55B
$114M 0.83%
1,998,530
+441,056
+28% +$25.9M
ACN icon
22
Accenture
ACN
$99.9B
$113M 0.83%
458,658
-82,973
-15% -$21.6M
CHH icon
23
Choice Hotels
CHH
$5.08B
$112M 0.82%
1,046,784
+81,132
+8% +$9.91M
AYI icon
24
Acuity Brands
AYI
$10.1B
$110M 0.81%
319,092
+29,457
+10% +$9.39M
SYK icon
25
Stryker
SYK
$133B
$106M 0.78%
287,909
-21,926
-7% -$8.47M
1
2 3 4 5

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NMIFOAC
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Boston Trust Walden's Q3 2025 Portfolio in Review

As of Q3 2025, Boston Trust Walden held 403 positions worth $13.6B, down 2.8% from $14B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Boston Trust Walden withdrew a net $833M in Q3 2025, closing 12 positions and reducing 204 holdings. Its most notable exit was Independent Bank, an estimated $36.8M position sold in full.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.

Against the trend, Boston Trust Walden opened a new position in Globus Medical worth $67.9M.

  • Boston Trust Walden's largest Q3 2025 buy was Globus Medical: 1,185,461 shares worth $67.9M.
  • Boston Trust Walden added most to Sprouts Farmers Market in Q3 2025, an estimated $54.5M increase.
  • Boston Trust Walden's biggest Q3 2025 reduction was Evercore, cutting an estimated $52.5M.
  • Boston Trust Walden fully exited Independent Bank in Q3 2025, selling an estimated $36.8M.
  • Boston Trust Walden's ten largest holdings make up 19% of its $13.6B portfolio in Q3 2025.
  • Boston Trust Walden opened 29 new positions and closed 12 in Q3 2025.
  • Boston Trust Walden's portfolio value fell 2.8% quarter-over-quarter to $13.6B.

Based on Boston Trust Walden's 13F filing for Q3 2025, filed 17 Oct 2025.