Boston Trust Walden Corp
•CIK: 1534866•Filing: Q4 2025
Boston Trust Walden Corp, managed by the seasoned team of Jonathan Walden and John D. Stilgoe, maintains a concentrated portfolio with a focus on technology and financials, currently holding 383 positions. Recently, the fund has made notable shifts by adding significant positions in IWM and AMGN, while cutting INGR by 99%, reflecting a strategic pivot towards growth-oriented sectors.
Total AUM
$13.2B
QoQ Performance
-2.8%
Positions
383
Top 10 Concentration
20.4%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT3.7%
AAPL3.2%
GOOGL2.2%
GOOG1.9%
JPM1.9%
DCI1.6%
NVDA1.6%
V1.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.5%
Technology16.1%
Financial5.4%
Consumer2.6%
Healthcare2.3%
Industrial1.6%
Energy1.0%
Consumer Staples0.6%
🚪 Exited Positionssold since Q3 2025
+191 more exited positions
Changes from Q3 2025
NEW5 new positions
↑30 increased
↓165 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023