Institutional Manager · CIK 0001534866
Boston Trust Walden Corp
BOSTON, MA · File #028-14964
Latest AUM
$13.25B
Positions
594
Top-10 Concentration
41.8%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | CINCINNATI FINANCIAL CORP | 172062101 | -187,381 | -$30.6M | +$2.5M |
| ADD | ISHARES DJ RUSSELL 2000 TR ETF | 464287655 | +113,270 | +$27.9M | +$40,047 |
| REDUCE | ALPHABET INC-CL C | GOOG | -77,125 | -$24.2M | +$20.2M |
| EXITED | ZEBRA TECHNOLOGIES CORP CL A | 989207105 | -71,988 | -$21.4M | $0 |
| NEW | DYNATRACE INC | DT | +468,452 | +$20.3M | $0 |
| EXITED | TERADATA CORP DEL COM | 88076W103 | -775,334 | -$16.7M | $0 |
| NEW | ATMUS FILTRATION TECHNOLOGIES | ATMU | +319,073 | +$16.6M | $0 |
| ADD | SPROUTS FARMERS MARKET INC | 85208M102 | +183,722 | +$14.6M | -$4.2M |
| REDUCE | ORACLE CORP | ORCL-PD | -73,575 | -$14.3M | -$7.8M |
| REDUCE | HAEMONETICS CORP/MASS | HAE | -170,357 | -$13.7M | +$12.2M |
Sector Allocation
Filing History
- 13F COMBINATION REPORTQ/E Dec 2025594 pos · $13.25B
- 13F COMBINATION REPORTQ/E Sep 2025603 pos · $13.63B
- 13F HOLDINGS REPORTQ/E Jun 2025583 pos · $14.02B
- 13F HOLDINGS REPORTQ/E Mar 2025587 pos · $13.69B
- 13F HOLDINGS REPORTQ/E Dec 2024594 pos · $14.25B
- 13F HOLDINGS REPORTQ/E Sep 2024600 pos · $14.37B
- 13F HOLDINGS REPORTQ/E Jun 2024594 pos · $13.48B
- 13F HOLDINGS REPORTQ/E Mar 2024585 pos · $14.02B
- 13F HOLDINGS REPORTQ/E Dec 2023576 pos · $11.93B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 813,695 | $393.5M | 8.00% |
| 2 | APPLE INC | AAPL | 1,243,930 | $338.2M | 6.88% |
| 3 | ALPHABET INC-A | GOOG | 819,578 | $256.5M | 5.22% |
| 4 | JPMORGAN CHASE & CO | VYLD | 598,514 | $192.9M | 3.92% |
| 5 | ALPHABET INC-CL C | GOOG | 613,102 | $192.4M | 3.91% |
| 6 | NVIDIA CORP | NVDA | 975,905 | $182.0M | 3.70% |
| 7 | DONALDSON CO INC | DCI | 1,648,207 | $146.1M | 2.97% |
| 8 | VISA INC | V | 382,846 | $134.3M | 2.73% |
| 9 | APTARGROUP INC | ATR | 917,555 | $111.9M | 2.28% |
| 10 | JOHNSON & JOHNSON | JNJ | 521,011 | $107.8M | 2.19% |
| 11 | HUBBELL INC | HUBB | 230,642 | $102.4M | 2.08% |
| 12 | MICROSOFT CORP | MSFT | 187,045 | $90.5M | 1.84% |
| 13 | APPLIED MATERIALS, INC. | 038222105 | 349,397 | $89.8M | 1.83% |
| 14 | QUALYS INC | QLYS | 673,205 | $89.5M | 1.82% |
| 15 | ACCENTURE PLC-CL A | ACN | 331,725 | $89.0M | 1.81% |
| 16 | AUTOMATIC DATA PROCESSING | ADP | 334,133 | $85.9M | 1.75% |
| 17 | CISCO SYSTEMS INC | CSCO | 1,106,117 | $85.2M | 1.73% |
| 18 | APPLE INC | AAPL | 307,260 | $83.5M | 1.70% |
| 19 | COSTCO WHOLESALE CORP | 22160K105 | 96,208 | $83.0M | 1.69% |
| 20 | CHUBB LTD | CB | 260,505 | $81.3M | 1.65% |