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 19 of 19

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XCEL ENERGY INC

XEL|98389B100

Shares:3.3K

Value:$236.9K

% of Portfolio:0.0% ($236.9K/$13.7B)

ALLSTATE CORP

ALL|020002101

Shares:1.1K

Value:$236.9K

% of Portfolio:0.0% ($236.9K/$13.7B)

46434G103

IEMG|46434G103

Shares:4.4K

Value:$236.7K

% of Portfolio:0.0% ($236.7K/$13.7B)

TRIMBLE INC.

TRMB|896239100

Shares:3.6K

Value:$233.7K

% of Portfolio:0.0% ($233.7K/$13.7B)

Cigna Group

CI|125523100

Shares:707

Value:$232.6K

% of Portfolio:0.0% ($232.6K/$13.7B)

KELLANOVA

K|487836108

Shares:2.7K

Value:$222.7K

% of Portfolio:0.0% ($222.7K/$13.7B)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:1.2K

Value:$220.2K

% of Portfolio:0.0% ($220.2K/$13.7B)

FRANKLIN RESOURCES INC

BEN|354613101

Shares:11.0K

Value:$211.8K

% of Portfolio:0.0% ($211.8K/$13.7B)

464287614

IWF|464287614

Shares:575

Value:$207.6K

% of Portfolio:0.0% ($207.6K/$13.7B)

V F CORP

VFC|918204108

Shares:11.7K

Value:$181.0K

% of Portfolio:0.0% ($181.0K/$13.7B)

BROOKLINE BANCORP INC

BRKL|11373M107

Shares:14.5K

Value:$158.1K

% of Portfolio:0.0% ($158.1K/$13.7B)

SunOpta Inc.

STKL|8676EP108

Shares:22.0K

Value:$106.9K

% of Portfolio:0.0% ($106.9K/$13.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
XCEL ENERGY INC(XELcusip98389B100)	3.3K	QoQ 0.00% (+0) YoY NEW(+3.3K)	All Managers (Combined)	$236.9K	0.0% ($236.9K/$13.7B)	QoQ +4.84% (+$10.9K) YoY NEW(+$236.9K)
ALLSTATE CORP(ALLcusip020002101)	1.1K	QoQ 0.00% (+0) YoY NEW(+1.1K)	All Managers (Combined)	$236.9K	0.0% ($236.9K/$13.7B)	QoQ +7.40% (+$16.3K) YoY NEW(+$236.9K)
(IEMGcusip46434G103)	4.4K	QoQ +5.91% (+245) YoY +5.91% (+245)	All Managers (Combined)	$236.7K	0.0% ($236.7K/$13.7B)	QoQ +9.46% (+$20.5K) YoY +10.78% (+$23.0K)
TRIMBLE INC.(TRMBcusip896239100)	3.6K	QoQ 0.00% (-0) YoY -1.11% (-40)	All Managers (Combined)	$233.7K	0.0% ($233.7K/$13.7B)	QoQ -7.09% (-$17.8K) YoY +0.87% (-$2.0K)
Cigna Group(CIcusip125523100)	707	QoQ NEW(+707) YoY 0.00% (-0)	All Managers (Combined)	$232.6K	0.0% ($232.6K/$13.7B)	QoQ NEW(+$232.6K) YoY -9.41% (-$24.2K)
KELLANOVA(Kcusip487836108)	2.7K	QoQ 0.00% (+0) YoY NEW(+2.7K)	All Managers (Combined)	$222.7K	0.0% ($222.7K/$13.7B)	QoQ +1.87% (+$4.1K) YoY NEW(+$222.7K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	1.2K	QoQ 0.00% (-0) YoY -20.00% (-300)	All Managers (Combined)	$220.2K	0.0% ($220.2K/$13.7B)	QoQ -16.95% (-$45.0K) YoY -45.97% (-$187.4K)
FRANKLIN RESOURCES INC(BENcusip354613101)	11.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$211.8K	0.0% ($211.8K/$13.7B)	QoQ -5.12% (-$11.4K) YoY -31.51% (-$97.5K)
(IWFcusip464287614)	575	QoQ 0.00% (-0) YoY NEW(+575)	All Managers (Combined)	$207.6K	0.0% ($207.6K/$13.7B)	QoQ -10.08% (-$23.3K) YoY NEW(+$207.6K)
V F CORP(VFCcusip918204108)	11.7K	QoQ -5.17% (-636) YoY 0.00% (+0)	All Managers (Combined)	$181.0K	0.0% ($181.0K/$13.7B)	QoQ -31.42% (-$82.9K) YoY +1.17% (+$2.1K)
BROOKLINE BANCORP INC(BRKLcusip11373M107)	14.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$158.1K	0.0% ($158.1K/$13.7B)	QoQ -7.62% (-$13.1K) YoY +9.43% (+$13.6K)
SunOpta Inc.(STKLcusip8676EP108)	22.0K	QoQ 0.00% (-0) YoY NEW(+22.0K)	All Managers (Combined)	$106.9K	0.0% ($106.9K/$13.7B)	QoQ -36.88% (-$62.5K) YoY NEW(+$106.9K)