Boston Trust Walden Corp Portfolio Holdings by Sector
Boston Trust Walden Corp
- $13.4 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT QLYS ORCL CHKP FFIV DOX CSGS ATEN 15 stocks |
$1.3 Million
9.69% of portfolio
|
6
|
9
|
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
DCI WTS NDSN AOS IEX FELE ITW AME 16 stocks |
$706,841
5.27% of portfolio
|
5
|
7
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$554,032
4.13% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CFR CBSH IBOC CATY UMBF SRCE LKFN PNC 10 stocks |
$467,379
3.49% of portfolio
|
2
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK STE GMED ZBH UFPT BIO EW ABT 10 stocks |
$430,100
3.21% of portfolio
|
3
|
7
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$406,651
3.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CINF CB AFG SIGI THG TRV ALL 7 stocks |
$382,219
2.85% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM EWBC BAC RY WFC TD 6 stocks |
$323,482
2.41% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA ADI QCOM POWI AVGO ON INTC TXN 9 stocks |
$304,495
2.27% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
EXLS ACN JKHY BR CTSH IBM FISV 7 stocks |
$300,836
2.24% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT TER KLAC ACLS ASML 5 stocks |
$284,163
2.12% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP MTD CRL WAT A TMO DHR DGX 8 stocks |
$275,841
2.06% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
SMPL MKC LANC FLO INGR GIS SJM K 8 stocks |
$265,684
1.98% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP PYPL MA 4 stocks |
$262,150
1.96% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB AYI 2 stocks |
$260,765
1.95% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ATR HAE BDX ISRG 4 stocks |
$256,954
1.92% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
SEIC NTRS CNS TROW STT BK BEN 7 stocks |
$249,719
1.86% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
AIT MSM GWW CNM FAST 5 stocks |
$248,194
1.85% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST BJ PSMT WMT TGT DG 6 stocks |
$226,863
1.69% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
CVCO IBP DHI 3 stocks |
$199,303
1.49% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO WSM GPC ORLY ULTA 5 stocks |
$198,671
1.48% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
OGS ATO CPK 3 stocks |
$190,090
1.42% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK ABBV AMGN LLY PFE BMY NVS 8 stocks |
$188,046
1.4% of portfolio
|
1
|
6
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
MGY MTDR COP EOG 4 stocks |
$186,558
1.39% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
RPM APD SXT ECL CBT PPG SHW 7 stocks |
$183,764
1.37% of portfolio
|
1
|
6
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA LECO TTC 3 stocks |
$182,212
1.36% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
STAG CUBE TRNO PLD 4 stocks |
$178,645
1.33% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
FDS CBOE MSCI CME MCO SPGI ICE 7 stocks |
$176,601
1.32% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
HALO JAZZ CORT REGN NVO 5 stocks |
$163,252
1.22% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PRGS PAYC INTU SAP CRM NOW MANH 7 stocks |
$158,026
1.18% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$156,777
1.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
IDA ES WEC NEE ED DUK XEL 7 stocks |
$150,483
1.12% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CHE USPH HCA ENSG 4 stocks |
$147,560
1.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO ZBRA 2 stocks |
$144,301
1.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD LSTR UPS 3 stocks |
$133,291
0.99% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LFUS PLXS APH 3 stocks |
$123,691
0.92% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST LULU TJX 3 stocks |
$122,944
0.92% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
IDCC CMCSA CHTR VZ T 5 stocks |
$116,777
0.87% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
SLGN GPK PKG BALL AMCR 5 stocks |
$115,755
0.86% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
WTRG AWK 2 stocks |
$114,759
0.86% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
CHH 1 stocks |
$111,911
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
VOO VSGX VWO VO SPY IWD DSI VV 49 stocks |
$109,995
0.82% of portfolio
|
27
|
4
|
13
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CHD CL KMB UL CLX 6 stocks |
$98,627
0.74% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI HRB 2 stocks |
$95,098
0.71% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$95,047
0.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
PBH AMPH ZTS 3 stocks |
$94,136
0.7% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$94,063
0.7% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
JLL 1 stocks |
$83,832
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
CRVL MMC BRO 3 stocks |
$83,089
0.62% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX WAB 4 stocks |
$82,639
0.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$81,939
0.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
DFIN MS EVR GS SCHW JEF LPLA 7 stocks |
$80,743
0.6% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
DLB CTAS 2 stocks |
$79,452
0.59% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
WHD OII SLB BKR 4 stocks |
$78,335
0.58% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY UNFI 2 stocks |
$77,729
0.58% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$76,286
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
TXRH MCD SBUX CMG 4 stocks |
$73,754
0.55% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
AM 1 stocks |
$72,667
0.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$71,103
0.53% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$64,720
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP DELL 2 stocks |
$59,431
0.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
BLD FIX 2 stocks |
$59,038
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
BMI 1 stocks |
$58,938
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
CPT AVB 2 stocks |
$58,605
0.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
NYT 1 stocks |
$58,209
0.43% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$54,918
0.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$51,514
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
VMI HON MMM 3 stocks |
$50,049
0.37% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM ACI 2 stocks |
$47,955
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$46,142
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A HIG AIG 4 stocks |
$42,018
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR 1 stocks |
$39,492
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
MAS CARR TT CSL WMS 5 stocks |
$38,757
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
FCPT 1 stocks |
$37,138
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$31,375
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
COLM VFC 2 stocks |
$26,893
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX NOC LHX 4 stocks |
$20,430
0.15% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
UTL 1 stocks |
$19,796
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$18,846
0.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$14,434
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$8,926
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6,570
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$2,052
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM 2 stocks |
$1,947
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$1,571
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$1,328
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$1,143
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$933
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$762
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Auto Parts | Consumer Cyclical
ALV DORM 2 stocks |
$722
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM 1 stocks |
$228
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|