Boston Trust Walden Corp Portfolio Holdings by Sector
Boston Trust Walden Corp
- $13.5 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT QLYS CHKP ORCL CSGS DOX FFIV ADBE 12 stocks |
$1.06 Million
7.87% of portfolio
|
5
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
DCI WTS FELE NDSN AOS ITW IEX AME 15 stocks |
$575,373
4.27% of portfolio
|
4
|
9
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB CINF SIGI AFG THG TRV ALL 7 stocks |
$476,737
3.54% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CFR CBSH IBOC INDB CATY UMBF SRCE PNC 11 stocks |
$470,085
3.49% of portfolio
|
2
|
8
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META SSTK 4 stocks |
$440,886
3.27% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$400,854
2.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ATR BDX HAE ICUI TFX ISRG WST 7 stocks |
$374,805
2.78% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN EXLS JKHY CTSH BR IBM FISV 7 stocks |
$360,014
2.67% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK STE ZBH UFPT INMD EW MDT ABT 9 stocks |
$338,895
2.52% of portfolio
|
4
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM EWBC BAC RY WFC TD 6 stocks |
$294,266
2.19% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
SEIC NTRS CNS TROW STT BK BEN 7 stocks |
$291,026
2.16% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA 3 stocks |
$290,612
2.16% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
SMPL MKC LANC FLO GIS SJM INGR K 9 stocks |
$289,344
2.15% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
WAT A MEDP MTD CRL DGX DHR TMO 8 stocks |
$284,126
2.11% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK AMGN ABBV LLY PFE BMY AZN 9 stocks |
$260,516
1.93% of portfolio
|
5
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA ADI QCOM POWI ON AVGO INTC TXN 9 stocks |
$239,620
1.78% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST BJ DG WMT TGT 5 stocks |
$237,303
1.76% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
AIT GWW MSM CNM FAST 5 stocks |
$228,715
1.7% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO WSM GPC ORLY ULTA 5 stocks |
$223,161
1.66% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD RPM MTX SXT ECL PPG CBT SHW 8 stocks |
$219,924
1.63% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
FDS CBOE CME MCO SPGI ICE 6 stocks |
$219,530
1.63% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX NSP 3 stocks |
$199,124
1.48% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
MGY COP MTDR EOG 4 stocks |
$194,580
1.45% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA LECO TTC 3 stocks |
$191,055
1.42% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ACLS KLAC TER 4 stocks |
$190,229
1.41% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CHE USPH HCA 3 stocks |
$189,127
1.4% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PRGS PAYC ANSS MANH SAP INTU CRM NOW 8 stocks |
$184,893
1.37% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
CVCO IBP DHI 3 stocks |
$180,391
1.34% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
OGS ATO CPK 3 stocks |
$169,708
1.26% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX CL CHD KMB UL 6 stocks |
$168,066
1.25% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS EXPD LSTR 3 stocks |
$157,082
1.17% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI 3 stocks |
$155,553
1.16% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO ZBRA 2 stocks |
$154,943
1.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB AYI 2 stocks |
$152,918
1.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
SLGN GPK BALL PKG AMCR 5 stocks |
$151,101
1.12% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
CORT HALO JAZZ REGN NVO VRTX 6 stocks |
$145,798
1.08% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
STAG CUBE PLD 3 stocks |
$145,405
1.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
IDA ES WEC NEE ED DUK XEL 7 stocks |
$144,396
1.07% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
CRVL MMC BRO 3 stocks |
$142,363
1.06% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA IDCC VZ CHTR T 5 stocks |
$140,702
1.05% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST LULU TJX 3 stocks |
$138,905
1.03% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
CHH 1 stocks |
$125,494
0.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC WAB CSX 4 stocks |
$119,436
0.89% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$116,992
0.87% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
PBH AMPH ZTS 3 stocks |
$113,743
0.84% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$112,566
0.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
WTRG AWK 2 stocks |
$111,652
0.83% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
WHD BKR SLB 3 stocks |
$108,392
0.81% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LFUS PLXS 2 stocks |
$104,680
0.78% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$103,127
0.77% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
COLM VFC 2 stocks |
$90,480
0.67% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI HRB 2 stocks |
$89,526
0.66% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
DLB CTAS 2 stocks |
$86,698
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
TXRH SBUX MCD CMG 4 stocks |
$83,058
0.62% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$80,765
0.6% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$79,322
0.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
VOO VSGX VWO VO SPY IWD VV DSI 35 stocks |
$77,154
0.57% of portfolio
|
6
|
12
|
2
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
JLL 1 stocks |
$72,426
0.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$69,531
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
DFIN EVR GS SCHW JEF MS 6 stocks |
$67,873
0.5% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$57,066
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$52,449
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$52,288
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
CPT AVB 2 stocks |
$52,271
0.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
AM 1 stocks |
$51,269
0.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR 1 stocks |
$49,136
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
FCPT 1 stocks |
$45,306
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A HIG AIG 4 stocks |
$45,272
0.34% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
BMI TRMB 2 stocks |
$44,957
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP 1 stocks |
$43,789
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
BLD FIX 2 stocks |
$42,981
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
VMI HON MMM 3 stocks |
$39,595
0.29% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
MAS CARR CSL TT 4 stocks |
$35,502
0.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$34,024
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
UTL 1 stocks |
$22,111
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Drilling | Energy
HP 1 stocks |
$21,840
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$21,763
0.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX NOC LHX BA 5 stocks |
$18,179
0.14% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
ACI SFM 2 stocks |
$9,482
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$8,696
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$8,516
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
$7,601
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,122
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$2,402
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$2,292
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$1,631
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
DEO STZ 2 stocks |
$1,271
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM 2 stocks |
$1,215
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$1,208
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$863
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALV 1 stocks |
$358
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|