Latest Boston Trust Walden Corp Stock Portfolio

Boston Trust Walden Corp Performance:

2025 Q3: 3.38%YTD: 2.39%2024: 9.73%

Performance for 2025 Q3 is 3.38%, and YTD is 2.39%, and 2024 is 9.73%.

About Boston Trust Walden Corp and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Boston Trust Walden Corp reported an equity portfolio of $13.6 Billions as of 30 Sep, 2025.

The top stock holdings of Boston Trust Walden Corp are MSFT, AAPL, JPM. The fund has invested 4% of it's portfolio in MICROSOFT CORP and 3% of portfolio in APPLE INC.

The fund managers got completely rid off INDEPENDENT BANK CORP/MA (INDB), MINERALS TECHNOLOGIES INC (MTX) and INMODE LTD stocks. They significantly reduced their stock positions in CLOROX COMPANY (CLX), M & T BANK CORP (MTB) and EVERCORE PARTNERS INC-CL A (EVR). Boston Trust Walden Corp opened new stock positions in GLOBUS MEDICAL INC-A (GMED), NEW YORK TIMES CO CL A (NYT) and GODADDY INC (GDDY). The fund showed a lot of confidence in some stocks as they added substantially to INGREDION INC (INGR), SPROUTS FARMERS MARKET INC (SFM) and THERMO FISHER SCIENTIFIC INC (TMO).

Boston Trust Walden Corp Annual Return Estimates Vs S&P 500

Our best estimate is that Boston Trust Walden Corp made a return of 3.38% in the last quarter. In trailing 12 months, it's portfolio return was 1.45%.

New Buys

Ticker	$ Bought
globus medical inc-a	67,891,400
new york times co cl a	58,209,100
godaddy inc	41,763,800
fortinet inc	30,536,200
terreno rlty corp	26,957,300
bio rad labs inc	26,762,700
lakeland financial corp	23,967,800
pricesmart inc	21,914,900

New stocks bought by Boston Trust Walden Corp

Additions

Ticker	% Inc.
ingredion inc	6,842
sprouts farmers market inc	1,588
thermo fisher scientific inc	1,490
ishares core msci eafe etf	167
vanguard ftse developed etf	52.27
schwab intl equity etf	47.55
camden property trust	44.75
badger meter inc	43.66

Additions to existing portfolio by Boston Trust Walden Corp

Reductions

Ticker	% Reduced
clorox company	-99.01
m & t bank corp	-83.33
evercore partners inc-cl a	-82.42
vanguard extended market etf	-81.46
boston scientific corporation	-76.85
ishares dj russell 2000 tr etf	-76.38
dollar general corp	-75.17
general mills inc	-74.19

Boston Trust Walden Corp reduced stake in above stock

Sold off

Ticker	$ Sold
inmode ltd	-19,044,200
minerals technologies inc	-36,323,200
independent bank corp/ma	-36,786,800
icu medical inc	-16,036,700
ansys inc com	-9,271,150
brookline bancorp inc	-152,975
brookfield infrastructure part	-202,675
astrazeneca plc	-382,313

Boston Trust Walden Corp got rid off the above stocks

Sector Distribution

Boston Trust Walden Corp has about 22% of it's holdings in Technology sector.

Sector	%
Technology	22
Industrials	16.1
Financial Services	14.2
Healthcare	12.6
Consumer Cyclical	8.9
Consumer Defensive	5.9
Communication Services	5.3
Others	4
Utilities	3.5
Energy	3.2
Real Estate	2.9
Basic Materials	1.4

Market Cap. Distribution

Boston Trust Walden Corp has about 60.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	36.9
MID-CAP	33.7
MEGA-CAP	23.4
UNALLOCATED	4
SMALL-CAP	1.9

Stocks belong to which Index?

About 73.6% of the stocks held by Boston Trust Walden Corp either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	54.6
Others	26.4
RUSSELL 2000	19

Top 5 Winners (%)		%
MEDP	medpace holdings inc	63.7 %
IDCC	interdigital inc	54.0 %
FIX	comfort systems usa inc	53.9 %
INTC	intel corp	49.8 %
HALO	halozyme therapeutics inc	41.0 %

Top 5 Winners ($)		$
AAPL	apple inc	86.8 M
GOOG	alphabet inc-a	83.3 M
GOOG	alphabet inc-cl c	70.6 M
ORCL	oracle corp	36.2 M
DCI	donaldson co inc	35.3 M

Top 5 Losers (%)		%
FDS	factset resh sys inc	-36.0 %
HAE	haemonetics corp/mass	-34.7 %
CHTR	charter communications inc-a	-32.7 %
CMG	chipotle mexican grill inc	-30.2 %
PRGS	progress software corp	-29.4 %

Top 5 Losers ($)		$
FDS	factset resh sys inc	-47.8 M
PRGS	progress software corp	-35.8 M
ACN	accenture plc-cl a	-28.3 M
HAE	haemonetics corp/mass	-28.2 M
ATR	aptargroup inc	-24.1 M

Boston Trust Walden Corp Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Boston Trust Walden Corp

Boston Trust Walden Corp has 391 stocks in it's portfolio. About 19% of the portfolio is in top 10 stocks. FDS proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Boston Trust Walden Corp last quarter.

Last Reported on: 17 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies, inc.	0.22	229,761	29,489,800	reduced	-17.5

AAPL	apple inc	2.98	1,597,030	406,652,000	reduced	-9.02

AAXJ	ishares msci kld 400 social	0.02	19,003	2,393,430	unchanged	0.00

AAXJ	ishares short-term national mu	0.00	4,281	457,125	new

AAXJ	ishares national muni bond	0.00	3,760	400,402	new

ABBV	abbvie inc	0.04	25,726	5,956,600	added	0.19

ABT	abbott labs com	0.05	47,652	6,382,510	reduced	-6.11

ACI	albertsons cos inc	0.03	262,636	4,598,760	unchanged	0.00

ACLS	axcelis technologies inc	0.33	460,287	44,942,400	reduced	-45.59

ACN	accenture plc-cl a	0.83	458,658	113,105,000	reduced	-15.32

ACWF	ishares msci usa multifactor e	0.00	5,045	348,509	unchanged	0.00

ADBE	adobe inc	0.21	80,507	28,398,800	reduced	-13.82

ADI	analog devices inc	0.26	146,522	36,000,500	reduced	-4.68

ADP	automatic data processing	1.01	470,778	138,173,000	reduced	-5.38

AFG	american financial group inc	0.58	543,282	79,167,100	reduced	-6.43

AIG	american international group	0.00	3,500	274,890	unchanged	0.00

AIT	applied industrial tech inc	0.96	503,977	131,563,000	reduced	-0.82

AKAM	akamai technologies inc	0.20	354,221	26,835,800	added	0.19

ALL	allstate corp	0.00	1,144	245,560	unchanged	0.00

ALLE	allegion plc	0.70	535,932	95,047,600	reduced	-19.82