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 18 of 19

Sort by:

92206C870

VCIT|92206C870

Shares:4.1K

Value:$331.9K

% of Portfolio:0.0% ($331.9K/$13.7B)

464287507

IJH|464287507

Shares:5.6K

Value:$328.8K

% of Portfolio:0.0% ($328.8K/$13.7B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:1.8K

Value:$310.8K

% of Portfolio:0.0% ($310.8K/$13.7B)

J M SMUCKER Co

SJM|832696405

Shares:2.6K

Value:$306.1K

% of Portfolio:0.0% ($306.1K/$13.7B)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:3.5K

Value:$304.3K

% of Portfolio:0.0% ($304.3K/$13.7B)

CINTAS CORP

CTAS|172908105

Shares:1.5K

Value:$300.9K

% of Portfolio:0.0% ($300.9K/$13.7B)

Bank of New York Mellon Corp

BK|064058100

Shares:3.6K

Value:$299.8K

% of Portfolio:0.0% ($299.8K/$13.7B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:610

Value:$295.7K

% of Portfolio:0.0% ($295.7K/$13.7B)

46434V282

Shares:5.0K

Value:$292.0K

% of Portfolio:0.0% ($292.0K/$13.7B)

MORGAN STANLEY

MS|617446448

Shares:2.4K

Value:$282.7K

% of Portfolio:0.0% ($282.7K/$13.7B)

COMFORT SYSTEMS USA INC

FIX|199908104

Shares:875

Value:$282.0K

% of Portfolio:0.0% ($282.0K/$13.7B)

92204A702

VGT|92204A702

Shares:515

Value:$279.3K

% of Portfolio:0.0% ($279.3K/$13.7B)

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:5.2K

Value:$273.3K

% of Portfolio:0.0% ($273.3K/$13.7B)

Ingredion Inc

INGR|457187102

Shares:2.0K

Value:$266.6K

% of Portfolio:0.0% ($266.6K/$13.7B)

808524805

SCHF|808524805

Shares:13.3K

Value:$262.5K

% of Portfolio:0.0% ($262.5K/$13.7B)

46429B697

USMV|46429B697

Shares:2.8K

Value:$259.2K

% of Portfolio:0.0% ($259.2K/$13.7B)

FASTENAL CO

FAST|311900104

Shares:3.3K

Value:$258.7K

% of Portfolio:0.0% ($258.7K/$13.7B)

Solventum Corp

SOLV|83444M101

Shares:3.4K

Value:$256.3K

% of Portfolio:0.0% ($256.3K/$13.7B)

WEST PHARMACEUTICAL SERVICES INC

WST|955306105

Shares:1.1K

Value:$248.5K

% of Portfolio:0.0% ($248.5K/$13.7B)

NOVARTIS AG

NVS|66987V109

Shares:2.1K

Value:$238.6K

% of Portfolio:0.0% ($238.6K/$13.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VCITcusip92206C870)	4.1K	QoQ -30.71% (-1.8K) YoY -58.30% (-5.7K)	All Managers (Combined)	$331.9K	0.0% ($331.9K/$13.7B)	QoQ -29.43% (-$138.4K) YoY -57.65% (-$452.0K)
(IJHcusip464287507)	5.6K	QoQ 0.00% (-0) YoY +2.64% (-145)	All Managers (Combined)	$328.8K	0.0% ($328.8K/$13.7B)	QoQ -6.35% (-$22.3K) YoY -1.39% (-$4.7K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	1.8K	QoQ 0.00% (+0) YoY +5.25% (+90)	All Managers (Combined)	$310.8K	0.0% ($310.8K/$13.7B)	QoQ +15.76% (+$42.3K) YoY +32.11% (+$75.6K)
J M SMUCKER Co(SJMcusip832696405)	2.6K	QoQ 0.00% (+0) YoY -53.25% (-2.9K)	All Managers (Combined)	$306.1K	0.0% ($306.1K/$13.7B)	QoQ +7.52% (+$21.4K) YoY -56.02% (-$390.0K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	3.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$304.3K	0.0% ($304.3K/$13.7B)	QoQ +19.42% (+$49.5K) YoY +11.21% (+$30.7K)
CINTAS CORP(CTAScusip172908105)	1.5K	QoQ 0.00% (+0) YoY +300.00% (+1.1K)	All Managers (Combined)	$300.9K	0.0% ($300.9K/$13.7B)	QoQ +12.49% (+$33.4K) YoY +19.66% (+$49.4K)
Bank of New York Mellon Corp(BKcusip064058100)	3.6K	QoQ 0.00% (+0) YoY -2.72% (-100)	All Managers (Combined)	$299.8K	0.0% ($299.8K/$13.7B)	QoQ +9.16% (+$25.2K) YoY +41.59% (-$88.1K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	610	QoQ -24.69% (-200) YoY -45.04% (-500)	All Managers (Combined)	$295.7K	0.0% ($295.7K/$13.7B)	QoQ -9.33% (-$30.4K) YoY -36.26% (-$168.3K)
(cusip46434V282)✕	5.0K	QoQ -1.46% (-75) YoY -1.46% (-75)	All Managers (Combined)	$292.0K	0.0% ($292.0K/$13.7B)	QoQ -5.49% (-$17.0K) YoY +5.98% (-$16.5K)
MORGAN STANLEY(MScusip617446448)	2.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$282.7K	0.0% ($282.7K/$13.7B)	QoQ -7.19% (-$21.9K) YoY +23.90% (+$54.5K)
COMFORT SYSTEMS USA INC(FIXcusip199908104)	875	QoQ 0.00% (-0) YoY -99.22% (-112.3K)	All Managers (Combined)	$282.0K	0.0% ($282.0K/$13.7B)	QoQ -23.98% (-$89.0K) YoY -99.21% (-$35.7M)
(VGTcusip92204A702)	515	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$279.3K	0.0% ($279.3K/$13.7B)	QoQ -12.77% (-$40.9K) YoY +3.44% (+$9.3K)
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	5.2K	QoQ 0.00% (-0) YoY NEW(+5.2K)	All Managers (Combined)	$273.3K	0.0% ($273.3K/$13.7B)	QoQ -8.77% (-$26.3K) YoY NEW(+$273.3K)
Ingredion Inc(INGRcusip457187102)	2.0K	QoQ -2.71% (-55) YoY -2.71% (-55)	All Managers (Combined)	$266.6K	0.0% ($266.6K/$13.7B)	QoQ -4.37% (-$12.2K) YoY +12.57% (-$29.8K)
(SCHFcusip808524805)	13.3K	QoQ 0.00% (+0) YoY +100.00% (+6.6K)	All Managers (Combined)	$262.5K	0.0% ($262.5K/$13.7B)	QoQ +6.91% (+$17.0K) YoY +1.38% (+$3.6K)
(USMVcusip46429B697)	2.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$259.2K	0.0% ($259.2K/$13.7B)	QoQ +5.48% (+$13.5K) YoY +12.06% (+$27.9K)
FASTENAL CO(FASTcusip311900104)	3.3K	QoQ +17.63% (+500) YoY +13.93% (+408)	All Managers (Combined)	$258.7K	0.0% ($258.7K/$13.7B)	QoQ +26.85% (+$54.8K) YoY +14.54% (+$32.8K)
Solventum Corp(SOLVcusip83444M101)	3.4K	QoQ -6.90% (-250) YoY NEW(+3.4K)	All Managers (Combined)	$256.3K	0.0% ($256.3K/$13.7B)	QoQ +7.15% (-$17.1K) YoY NEW(+$256.3K)
WEST PHARMACEUTICAL SERVICES INC(WSTcusip955306105)	1.1K	QoQ +4.71% (-50) YoY -8.26% (-100)	All Managers (Combined)	$248.5K	0.0% ($248.5K/$13.7B)	QoQ -28.42% (-$98.7K) YoY -48.09% (-$230.3K)
NOVARTIS AG(NVScusip66987V109)	2.1K	QoQ -2.94% (-65) YoY +1.95% (+41)	All Managers (Combined)	$238.6K	0.0% ($238.6K/$13.7B)	QoQ +11.18% (-$24.0K) YoY +17.49% (+$35.5K)