Boston-Trust-Walden

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "MGY",
  "INMD",
  "JAZZ",
  "PLXS",
  "TROW",
  "AFG",
  "AKAM",
  "FLO",
  "PRGS",
  "HP",
  "ATR",
  "ACN",
  "SSTK",
  "PBH",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "JEF",
  "JLL",
  "ALL",
  "GOOGL",
  "UTL",
  "AXP",
  "AIG",
  "T",
  "BLK",
  "AYI",
  "AM",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "AIT",
  "ACLS",
  "FCPT",
  "FELE",
  "BSX",
  "HRB",
  "CMI",
  "DUK",
  "WTRG",
  "SMPL",
  "EOG",
  "SIGI",
  "EXPD",
  "FFIV",
  "ATEN",
  "SRCE",
  "GIS",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  "RPM",
  "BEN",
  "UNP",
  "QCOM",
  "LAMR",
  "ISRG",
  "ACI",
  "HUBB",
  "ITW",
  "IDA",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "IJH",
  "STKL",
  "LHX",
  "LIN",
  "MMC",
  "MA",
  "MDT",
  "BMI",
  "MSFT",
  "MDLZ",
  "MS",
  "EVR",
  "GE",
  "THG",
  "GPC",
  "ICUI",
  "NTRS",
  "HIG",
  "NVS",
  "OMC",
  "ORLY",
  "HSY",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  "IWF",
  "PEP",
  "PNC",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  "MAS",
  "PKG",
  "DGX",
  "PPG",
  "REGN",
  "SPGI",
  "RY",
  "NOW",
  "SHW",
  "SLB",
  "ROST",
  "SNA",
  "RTX",
  "SAP",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TXRH",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "UFPT",
  "VXF",
  "VV",
  "SCHW",
  "EWBC",
  "AMPH",
  "UMBF",
  "STAG",
  "VWO",
  "IWV",
  "VCIT",
  "VIG",
  "ULTA",
  "MTD",
  "BN.TO",
  "VRTX",
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "GPK",
  "HAE",
  "MEDP",
  "QLYS",
  "MTDR",
  "SLGN",
  "SEIC",
  "LFUS",
  "LECO",
  "MSM",
  "ATO",
  "AMCR",
  "SFM",
  "GM",
  "WTS",
  "BLD",
  "AVY",
  "ALLE",
  "VFC",
  "AVB",
  "FI",
  "WAB",
  "WEC",
  "DEO",
  "WM",
  "IWR",
  "TTC",
  "BKR",
  "ES",
  "INDB",
  "IDCC",
  "IBP",
  null,
  "IBOC",
  "NSP",
  "LANC",
  "LSTR",
  "IEX",
  "AOS",
  "FDS",
  "NVO",
  "DHI",
  "AMZN",
  "HCA",
  "MTX",
  "DOX",
  "OGS",
  "TDC",
  null,
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VMI",
  "VT",
  "VOO",
  "VLTO",
  "VEEV",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "WST",
  "WSM",
  "XEL",
  "XYL",
  "ZBRA",
  "SOLV",
  "POWI",
  "MTB",
  "CHKP",
  "SCHF",
  "EXLS",
  "JKHY",
  "NSC",
  "NDSN",
  "LH",
  "TER",
  "USPH",
  "ON",
  "SXT",
  "SJM",
  "TRMB",
  "OTIS",
  "PSX",
  "CRM",
  "SCI",
  "SYY",
  "TFX",
  "MANH",
  "HALO",
  "GEV",
  "ZBH",
  "MCK",
  "GWW",
  "NTAP",
  "PAYC",
  "AME",
  "STE",
  "KMB",
  "LULU",
  "ALV",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BJ",
  "BA",
  "BMY",
  "BRKL",
  "BF-B",
  "BF-A",
  "BR",
  "WHD",
  "CBT",
  "CPT",
  "CARR",
  "CSL",
  "CBOE",
  "CVCO",
  "CATY",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "CHTR",
  "CINF",
  "CB",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CLX",
  "CME",
  "KO",
  "CBSH",
  "CNS",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "COLM",
  "COP",
  "STZ",
  "COO",
  "CORT",
  "ED",
  "CRVL",
  "CLB",
  "COST",
  "CNM",
  "CVS",
  "CSX",
  "CUBE",
  "CSGS",
  "CFR",
  "DHR",
  "DE",
  "DFAC",
  "DLB",
  "DCI",
  "DFIN",
  "RSP",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  "AWK",
  "XLK",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 587
Total Value: 13687276134
Accession Number: 0001534866-25-000007
Form Type: 13F-HR
CIK: boston-trust-walden
Manager Name: Boston-Trust-Walden

Data Enrichment

100% identified

585 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

587 positions • $13.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 17 of 19

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Xylem Inc.

XYL|98419M100

Shares:3.7K

Value:$444.2K

% of Portfolio:0.0% ($444.2K/$13.7B)

GE Vernova Inc.

GEV|36828A101

Shares:1.4K

Value:$416.7K

% of Portfolio:0.0% ($416.7K/$13.7B)

922908553

VNQ|922908553

Shares:4.5K

Value:$409.4K

% of Portfolio:0.0% ($409.4K/$13.7B)

CARLISLE COMPANIES INC

CSL|142339100

Shares:1.2K

Value:$408.6K

% of Portfolio:0.0% ($408.6K/$13.7B)

ASTRAZENECA PLC

AZN|046353108

Shares:5.5K

Value:$402.1K

% of Portfolio:0.0% ($402.1K/$13.7B)

Jefferies Financial Group Inc.

JEF|47233W109

Shares:7.5K

Value:$401.8K

% of Portfolio:0.0% ($401.8K/$13.7B)

Prologis, Inc.

PLD|74340W103

Shares:3.6K

Value:$397.7K

% of Portfolio:0.0% ($397.7K/$13.7B)

CATERPILLAR INC

CAT|149123101

Shares:1.2K

Value:$397.1K

% of Portfolio:0.0% ($397.1K/$13.7B)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:3.2K

Value:$395.9K

% of Portfolio:0.0% ($395.9K/$13.7B)

ServiceNow, Inc.

NOW|81762P102

Shares:494

Value:$393.3K

% of Portfolio:0.0% ($393.3K/$13.7B)

Otis Worldwide Corp

OTIS|68902V107

Shares:3.7K

Value:$381.6K

% of Portfolio:0.0% ($381.6K/$13.7B)

Trane Technologies plc

TT|G8994E103

Shares:1.1K

Value:$381.1K

% of Portfolio:0.0% ($381.1K/$13.7B)

NOVO NORDISK A S

NVO|670100205

Shares:5.4K

Value:$372.6K

% of Portfolio:0.0% ($372.6K/$13.7B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:787

Value:$369.0K

% of Portfolio:0.0% ($369.0K/$13.7B)

AUTOLIV INC

ALV|052800109

Shares:4.0K

Value:$358.2K

% of Portfolio:0.0% ($358.2K/$13.7B)

Duke Energy CORP

DUK|26441C204

Shares:2.9K

Value:$355.9K

% of Portfolio:0.0% ($355.9K/$13.7B)

General Motors Co

GM|37045V100

Shares:7.4K

Value:$349.6K

% of Portfolio:0.0% ($349.6K/$13.7B)

TORONTO DOMINION BANK

TD|891160509

Shares:5.8K

Value:$347.7K

% of Portfolio:0.0% ($347.7K/$13.7B)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:645

Value:$344.1K

% of Portfolio:0.0% ($344.1K/$13.7B)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:7.1K

Value:$342.5K

% of Portfolio:0.0% ($342.5K/$13.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Xylem Inc.(XYLcusip98419M100)	3.7K	QoQ +8.77% (+300) YoY +8.77% (+300)	All Managers (Combined)	$444.2K	0.0% ($444.2K/$13.7B)	QoQ +12.00% (+$47.6K) YoY +0.54% (+$2.4K)
GE Vernova Inc.(GEVcusip36828A101)	1.4K	QoQ -12.72% (-199) YoY NEW(+1.4K)	All Managers (Combined)	$416.7K	0.0% ($416.7K/$13.7B)	QoQ -18.99% (-$97.7K) YoY NEW(+$416.7K)
(VNQcusip922908553)	4.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$409.4K	0.0% ($409.4K/$13.7B)	QoQ +1.63% (+$6.6K) YoY +4.69% (+$18.4K)
CARLISLE COMPANIES INC(CSLcusip142339100)	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$408.6K	0.0% ($408.6K/$13.7B)	QoQ -7.68% (-$34.0K) YoY -13.10% (-$61.6K)
ASTRAZENECA PLC(AZNcusip046353108)	5.5K	QoQ 0.00% (+0) YoY +1.31% (+71)	All Managers (Combined)	$402.1K	0.0% ($402.1K/$13.7B)	QoQ +12.17% (+$43.7K) YoY +9.91% (+$36.3K)
Jefferies Financial Group Inc.(JEFcusip47233W109)	7.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$401.8K	0.0% ($401.8K/$13.7B)	QoQ -31.67% (-$186.2K) YoY +21.47% (+$71.0K)
Prologis, Inc.(PLDcusip74340W103)	3.6K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$397.7K	0.0% ($397.7K/$13.7B)	QoQ +5.76% (+$21.7K) YoY -14.15% (-$65.6K)
CATERPILLAR INC(CATcusip149123101)	1.2K	QoQ 0.00% (-0) YoY -21.51% (-330)	All Managers (Combined)	$397.1K	0.0% ($397.1K/$13.7B)	QoQ -9.08% (-$39.7K) YoY -29.35% (-$165.0K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	3.2K	QoQ -5.88% (-200) YoY -26.89% (-1.2K)	All Managers (Combined)	$395.9K	0.0% ($395.9K/$13.7B)	QoQ +6.44% (-$24.0K) YoY -12.21% (-$55.1K)
ServiceNow, Inc.(NOWcusip81762P102)	494	QoQ 0.00% (-0) YoY -1.00% (-5)	All Managers (Combined)	$393.3K	0.0% ($393.3K/$13.7B)	QoQ -24.90% (-$130.4K) YoY +3.37% (-$12.9K)
Otis Worldwide Corp(OTIScusip68902V107)	3.7K	QoQ -11.91% (-500) YoY -11.91% (-500)	All Managers (Combined)	$381.6K	0.0% ($381.6K/$13.7B)	QoQ -1.83% (-$7.1K) YoY -8.42% (-$35.1K)
Trane Technologies plc(TTcusipG8994E103)	1.1K	QoQ -18.86% (-263) YoY -17.98% (-248)	All Managers (Combined)	$381.1K	0.0% ($381.1K/$13.7B)	QoQ -25.99% (-$133.8K) YoY -7.95% (-$32.9K)
NOVO NORDISK A S(NVOcusip670100205)	5.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$372.6K	0.0% ($372.6K/$13.7B)	QoQ -19.27% (-$89.0K) YoY -45.91% (-$316.4K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	787	QoQ 0.00% (-0) YoY -5.97% (-50)	All Managers (Combined)	$369.0K	0.0% ($369.0K/$13.7B)	QoQ -8.27% (-$33.3K) YoY -0.69% (-$2.6K)
AUTOLIV INC(ALVcusip052800109)	4.0K	QoQ -8.57% (-380) YoY -32.55% (-2.0K)	All Managers (Combined)	$358.2K	0.0% ($358.2K/$13.7B)	QoQ -13.78% (-$57.3K) YoY -50.46% (-$365.0K)
Duke Energy CORP(DUKcusip26441C204)	2.9K	QoQ 0.00% (+0) YoY -2.21% (-66)	All Managers (Combined)	$355.9K	0.0% ($355.9K/$13.7B)	QoQ +13.20% (+$41.5K) YoY +23.32% (-$67.3K)
General Motors Co(GMcusip37045V100)	7.4K	QoQ -0.66% (-50) YoY +17.98% (+1.1K)	All Managers (Combined)	$349.6K	0.0% ($349.6K/$13.7B)	QoQ -12.30% (-$49.0K) YoY +22.35% (+$63.9K)
TORONTO DOMINION BANK(TDcusip891160509)	5.8K	QoQ -21.88% (-1.6K) YoY -49.78% (-5.8K)	All Managers (Combined)	$347.7K	0.0% ($347.7K/$13.7B)	QoQ -12.05% (-$47.7K) YoY -50.14% (-$349.7K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	645	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$344.1K	0.0% ($344.1K/$13.7B)	QoQ -6.33% (-$23.3K) YoY -4.11% (-$14.8K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	7.1K	QoQ 0.00% (-0) YoY -3.08% (-225)	All Managers (Combined)	$342.5K	0.0% ($342.5K/$13.7B)	QoQ -15.58% (-$63.3K) YoY -47.70% (-$312.4K)