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

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COOPER COMPANIES, INC.

COO|216648501

Shares:1.4M

Value:$121.3M

% of Portfolio:0.9% ($121.3M/$13.7B)

STRYKER CORP

SYK|863667101

Shares:321.0K

Value:$119.5M

% of Portfolio:0.9% ($119.5M/$13.7B)

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:804.8K

Value:$118.9M

% of Portfolio:0.9% ($118.9M/$13.7B)

UNION PACIFIC CORP

UNP|907818108

Shares:495.6K

Value:$117.1M

% of Portfolio:0.9% ($117.1M/$13.7B)

PEPSICO INC

PEP|713448108

Shares:762.1K

Value:$114.3M

% of Portfolio:0.8% ($114.3M/$13.7B)

APPLIED INDUSTRIAL TECHNOLOGIES INC

AIT|03820C105

Shares:498.1K

Value:$112.2M

% of Portfolio:0.8% ($112.2M/$13.7B)

DEERE & CO

DE|244199105

Shares:239.0K

Value:$112.2M

% of Portfolio:0.8% ($112.2M/$13.7B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:1.8M

Value:$108.7M

% of Portfolio:0.8% ($108.7M/$13.7B)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

Shares:951.5K

Value:$108.6M

% of Portfolio:0.8% ($108.6M/$13.7B)

STAG Industrial, Inc.

STAG|85254J102

Shares:2.9M

Value:$106.3M

% of Portfolio:0.8% ($106.3M/$13.7B)

WATERS CORP /DE/

WAT|941848103

Shares:287.8K

Value:$106.1M

% of Portfolio:0.8% ($106.1M/$13.7B)

AUTOZONE INC

AZO|053332102

Shares:27.8K

Value:$105.8M

% of Portfolio:0.8% ($105.8M/$13.7B)

WATTS WATER TECHNOLOGIES INC

WTS|942749102

Shares:513.5K

Value:$104.7M

% of Portfolio:0.8% ($104.7M/$13.7B)

Simply Good Foods Co

SMPL|82900L102

Shares:3.0M

Value:$103.6M

% of Portfolio:0.8% ($103.6M/$13.7B)

SEI INVESTMENTS CO

SEIC|784117103

Shares:1.3M

Value:$102.9M

% of Portfolio:0.8% ($102.9M/$13.7B)

CAVCO INDUSTRIES INC.

CVCO|149568107

Shares:191.8K

Value:$99.7M

% of Portfolio:0.7% ($99.7M/$13.7B)

HUBBELL INC

HUBB|443510607

Shares:301.0K

Value:$99.6M

% of Portfolio:0.7% ($99.6M/$13.7B)

Essential Utilities, Inc.

WTRG|29670G102

Shares:2.5M

Value:$97.9M

% of Portfolio:0.7% ($97.9M/$13.7B)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:421.9K

Value:$96.2M

% of Portfolio:0.7% ($96.2M/$13.7B)

SELECTIVE INSURANCE GROUP INC

SIGI|816300107

Shares:1.0M

Value:$95.8M

% of Portfolio:0.7% ($95.8M/$13.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
COOPER COMPANIES, INC.(COOcusip216648501)	1.4M	QoQ +4.25% (-58.7K) YoY +12.51% (-159.9K)	All Managers (Combined)	$121.3M	0.9% ($121.3M/$13.7B)	QoQ -4.34% (-$5.5M) YoY -6.46% (-$8.4M)
STRYKER CORP(SYKcusip863667101)	321.0K	QoQ -2.20% (-7.3K) YoY -24.68% (-105.2K)	All Managers (Combined)	$119.5M	0.9% ($119.5M/$13.7B)	QoQ +1.10% (-$1.3M) YoY -21.65% (-$33.0M)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	804.8K	QoQ +1.13% (+9.0K) YoY +14.51% (+102.0K)	All Managers (Combined)	$118.9M	0.9% ($118.9M/$13.7B)	QoQ +3.95% (+$4.5M) YoY +36.23% (+$31.6M)
UNION PACIFIC CORP(UNPcusip907818108)	495.6K	QoQ -0.65% (-3.3K) YoY -11.19% (-62.5K)	All Managers (Combined)	$117.1M	0.9% ($117.1M/$13.7B)	QoQ +2.91% (-$3.3M) YoY -14.69% (-$20.2M)
PEPSICO INC(PEPcusip713448108)	762.1K	QoQ -1.74% (-13.6K) YoY -2.75% (-21.6K)	All Managers (Combined)	$114.3M	0.8% ($114.3M/$13.7B)	QoQ -3.11% (-$3.7M) YoY -16.68% (-$22.9M)
APPLIED INDUSTRIAL TECHNOLOGIES INC(AITcusip03820C105)	498.1K	QoQ -0.93% (-4.7K) YoY -20.07% (-125.1K)	All Managers (Combined)	$112.2M	0.8% ($112.2M/$13.7B)	QoQ -6.77% (-$8.2M) YoY -8.82% (-$10.9M)
DEERE & CO(DEcusip244199105)	239.0K	QoQ -4.10% (-10.2K) YoY -7.21% (-18.6K)	All Managers (Combined)	$112.2M	0.8% ($112.2M/$13.7B)	QoQ +6.22% (-$6.6M) YoY +6.02% (-$6.4M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	1.8M	QoQ +0.56% (+9.8K) YoY -7.27% (-138.2K)	All Managers (Combined)	$108.7M	0.8% ($108.7M/$13.7B)	QoQ +4.82% (+$5.0M) YoY +14.65% (-$13.9M)
BJ's Wholesale Club Holdings, Inc.(BJcusip05550J101)	951.5K	QoQ -3.90% (-38.6K) YoY -11.10% (-118.9K)	All Managers (Combined)	$108.6M	0.8% ($108.6M/$13.7B)	QoQ +22.71% (-$20.1M) YoY +34.07% (-$27.6M)
STAG Industrial, Inc.(STAGcusip85254J102)	2.9M	QoQ +17.46% (+437.5K) YoY +16.44% (+415.5K)	All Managers (Combined)	$106.3M	0.8% ($106.3M/$13.7B)	QoQ +25.45% (+$21.6M) YoY +9.41% (+$9.1M)
WATERS CORP /DE/(WATcusip941848103)	287.8K	QoQ -31.07% (-129.8K) YoY -47.39% (-259.3K)	All Managers (Combined)	$106.1M	0.8% ($106.1M/$13.7B)	QoQ -31.52% (-$48.8M) YoY -43.67% (-$82.3M)
AUTOZONE INC(AZOcusip053332102)	27.8K	QoQ -6.10% (-1.8K) YoY -6.77% (-2.0K)	All Managers (Combined)	$105.8M	0.8% ($105.8M/$13.7B)	QoQ +11.79% (-$11.2M) YoY +12.78% (-$12.0M)
WATTS WATER TECHNOLOGIES INC(WTScusip942749102)	513.5K	QoQ -1.07% (-5.6K) YoY +54.66% (+181.5K)	All Managers (Combined)	$104.7M	0.8% ($104.7M/$13.7B)	QoQ -0.77% (-$813.8K) YoY +48.38% (+$34.1M)
Simply Good Foods Co(SMPLcusip82900L102)	3.0M	QoQ -0.95% (-28.9K) YoY NEW(+3.0M)	All Managers (Combined)	$103.6M	0.8% ($103.6M/$13.7B)	QoQ -12.36% (-$14.6M) YoY NEW(+$103.6M)
SEI INVESTMENTS CO(SEICcusip784117103)	1.3M	QoQ +1.46% (-19.1K) YoY +1.95% (+25.4K)	All Managers (Combined)	$102.9M	0.8% ($102.9M/$13.7B)	QoQ -4.50% (-$4.8M) YoY +10.07% (+$9.4M)
CAVCO INDUSTRIES INC.(CVCOcusip149568107)	191.8K	QoQ -1.06% (-2.1K) YoY -1.37% (-2.7K)	All Managers (Combined)	$99.7M	0.7% ($99.7M/$13.7B)	QoQ +15.20% (-$13.2M) YoY +28.41% (-$22.1M)
HUBBELL INC(HUBBcusip443510607)	301.0K	QoQ +1.38% (-4.1K) YoY -12.98% (-44.9K)	All Managers (Combined)	$99.6M	0.7% ($99.6M/$13.7B)	QoQ -19.90% (-$24.8M) YoY -30.62% (-$44.0M)
Essential Utilities, Inc.(WTRGcusip29670G102)	2.5M	QoQ +16.45% (+349.9K) YoY +1134.62% (+2.3M)	All Managers (Combined)	$97.9M	0.7% ($97.9M/$13.7B)	QoQ +26.74% (+$20.7M) YoY +1217.26% (+$90.5M)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	421.9K	QoQ -13.42% (-65.4K) YoY +5.42% (+21.7K)	All Managers (Combined)	$96.2M	0.7% ($96.2M/$13.7B)	QoQ +5.68% (-$5.2M) YoY +46.50% (+$30.5M)
SELECTIVE INSURANCE GROUP INC(SIGIcusip816300107)	1.0M	QoQ -0.82% (-8.7K) YoY +7.07% (-69.1K)	All Managers (Combined)	$95.8M	0.7% ($95.8M/$13.7B)	QoQ -2.91% (-$2.9M) YoY -10.21% (-$10.9M)