BOSTON TRUST WALDEN CORP

PrivateCIK: 1534866

Location

BOSTON, MA

396

Positions

$13.13B

Total AUM (reported)

99.18M

Total Shares

Allocation by class

COMMON STOCK$12.98B98.8%

ETF - EQ$96.24M0.7%

ETF - INTL$54.29M0.4%

ETF - FI$2.10M0.0%

Portfolio Concentration

Top 3$1.07B8.1%

4–10$1.41B10.8%

11–25$1.93B14.7%

Rest$8.72B66.4%

Top 3 weight

8.1%

Top 10 weight

18.9%

Voting Authority Distribution

Total shares with voting rights: 99.18M

Sole

Full voting authority

91.49M

% of voting shares92.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.69M

% of voting shares7.8%

Investment Discretion (by position count)

Sole0

Shared0

Other396

Dominant voting typeSole · 92.2% of voting shares

Institutional Holdings396

Rows:

APPLE INC

DFND

COMMON STOCK

Shares1.45M

TypeSH

Market value$420.31M

3.20%

Sole

1.35M

Shared

0.00

None

103.04K

MICROSOFT CORP

DFND

COMMON STOCK

Shares961.30K

TypeSH

Market value$358.59M

2.73%

Sole

878.67K

Shared

0.00

None

82.63K

ALPHABET INC-A

DFND

COMMON STOCK

Shares812.43K

TypeSH

Market value$290.34M

2.21%

Sole

692.26K

Shared

0.00

None

120.17K

ALPHABET INC-CL C

DFND

COMMON STOCK

Shares742.06K

TypeSH

Market value$262.19M

2.00%

Sole

738.85K

Shared

0.00

None

3.21K

NVIDIA CORP

DFND

COMMON STOCK

Shares1.26M

TypeSH

Market value$252.65M

1.92%

Sole

1.06M

Shared

0.00

None

204.82K

JPMORGAN CHASE & CO

DFND

COMMON STOCK

Shares726.54K

TypeSH

Market value$237.82M

1.81%

Sole

669.82K

Shared

0.00

None

56.73K

APPLIED MATERIALS, INC.

DFND

COMMON STOCK

Shares231.14K

TypeSH

Market value$167.11M

1.27%

Sole

199.51K

Shared

0.00

None

31.63K

DONALDSON CO INC

DFND

COMMON STOCK

Shares1.85M

TypeSH

Market value$165.77M

1.26%

Sole

1.72M

Shared

0.00

None

131.55K

HUBBELL INC

DFND

COMMON STOCK

Shares316.27K

TypeSH

Market value$165.47M

1.26%

Sole

291.67K

Shared

0.00

None

24.60K

APTARGROUP INC

DFND

COMMON STOCK

Shares1.30M

TypeSH

Market value$163.23M

1.24%

Sole

1.21M

Shared

0.00

None

92.84K

VISA INC

DFND

COMMON STOCK

Shares466.63K

TypeSH

Market value$160.10M

1.22%

Sole

425.53K

Shared

0.00

None

41.11K

JOHNSON & JOHNSON

DFND

COMMON STOCK

Shares580.83K

TypeSH

Market value$147.51M

1.12%

Sole

536.27K

Shared

0.00

None

44.56K

APPLIED INDUSTRIAL TECH INC

DFND

COMMON STOCK

Shares427.35K

TypeSH

Market value$144.51M

1.10%

Sole

402.10K

Shared

0.00

None

25.25K

WATTS WATER TECHNOLOGIES-A

DFND

COMMON STOCK

Shares368.97K

TypeSH

Market value$144.43M

1.10%

Sole

347.13K

Shared

0.00

None

21.84K

CINCINNATI FINANCIAL CORP

DFND

COMMON STOCK

Shares737.31K

TypeSH

Market value$136.51M

1.04%

Sole

705.66K

Shared

0.00

None

31.65K

LITTELFUSE INC

DFND

COMMON STOCK

Shares298.33K

TypeSH

Market value$135.84M

1.03%

Sole

279.61K

Shared

0.00

None

18.72K

QUALYS INC

DFND

COMMON STOCK

Shares984.89K

TypeSH

Market value$135.41M

1.03%

Sole

917.97K

Shared

0.00

None

66.92K

CISCO SYSTEMS INC

DFND

COMMON STOCK

Shares1.15M

TypeSH

Market value$134.79M

1.03%

Sole

1.02M

Shared

0.00

None

125.20K

GLOBUS MEDICAL INC-A

DFND

COMMON STOCK

Shares1.57M

TypeSH

Market value$124.31M

0.95%

Sole

1.48M

Shared

0.00

None

96.12K

COMMERCE BANCSHARES INC

DFND

COMMON STOCK

Shares2.11M

TypeSH

Market value$122.08M

0.93%

Sole

1.97M

Shared

0.00

None

148.28K

CULLEN/FROST BANKERS INC

DFND

COMMON STOCK

Shares732.33K

TypeSH

Market value$113.16M

0.86%

Sole

683.42K

Shared

0.00

None

48.91K

KLA-TENCOR CORPORATION

DFND

COMMON STOCK

Shares370.14K

TypeSH

Market value$111.67M

0.85%

Sole

314.24K

Shared

0.00

None

55.90K

BADGER METER INC

DFND

COMMON STOCK

Shares728.96K

TypeSH

Market value$108.16M

0.82%

Sole

685.01K

Shared

0.00

None

43.95K

METTLER-TOLEDO INTERNATIONAL

DFND

COMMON STOCK

Shares84.39K

TypeSH

Market value$107.80M

0.82%

Sole

80.52K

Shared

0.00

None

3.86K

JAZZ PHARMACEUTICALS PLC

DFND

COMMON STOCK

Shares443.12K

TypeSH

Market value$106.78M

0.81%

Sole

417.28K

Shared

0.00

None

25.84K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCDFND	COMMON STOCK	1.45M	SH	$420.31M 3.20%	1.35M	103.04K
MICROSOFT CORPDFND	COMMON STOCK	961.30K	SH	$358.59M 2.73%	878.67K	82.63K
ALPHABET INC-ADFND	COMMON STOCK	812.43K	SH	$290.34M 2.21%	692.26K	120.17K
ALPHABET INC-CL CDFND	COMMON STOCK	742.06K	SH	$262.19M 2.00%	738.85K	3.21K
NVIDIA CORPDFND	COMMON STOCK	1.26M	SH	$252.65M 1.92%	1.06M	204.82K
JPMORGAN CHASE & CODFND	COMMON STOCK	726.54K	SH	$237.82M 1.81%	669.82K	56.73K
APPLIED MATERIALS, INC.DFND	COMMON STOCK	231.14K	SH	$167.11M 1.27%	199.51K	31.63K
DONALDSON CO INCDFND	COMMON STOCK	1.85M	SH	$165.77M 1.26%	1.72M	131.55K
HUBBELL INCDFND	COMMON STOCK	316.27K	SH	$165.47M 1.26%	291.67K	24.60K
APTARGROUP INCDFND	COMMON STOCK	1.30M	SH	$163.23M 1.24%	1.21M	92.84K
VISA INCDFND	COMMON STOCK	466.63K	SH	$160.10M 1.22%	425.53K	41.11K
JOHNSON & JOHNSONDFND	COMMON STOCK	580.83K	SH	$147.51M 1.12%	536.27K	44.56K
APPLIED INDUSTRIAL TECH INCDFND	COMMON STOCK	427.35K	SH	$144.51M 1.10%	402.10K	25.25K
WATTS WATER TECHNOLOGIES-ADFND	COMMON STOCK	368.97K	SH	$144.43M 1.10%	347.13K	21.84K
CINCINNATI FINANCIAL CORPDFND	COMMON STOCK	737.31K	SH	$136.51M 1.04%	705.66K	31.65K
LITTELFUSE INCDFND	COMMON STOCK	298.33K	SH	$135.84M 1.03%	279.61K	18.72K
QUALYS INCDFND	COMMON STOCK	984.89K	SH	$135.41M 1.03%	917.97K	66.92K
CISCO SYSTEMS INCDFND	COMMON STOCK	1.15M	SH	$134.79M 1.03%	1.02M	125.20K
GLOBUS MEDICAL INC-ADFND	COMMON STOCK	1.57M	SH	$124.31M 0.95%	1.48M	96.12K
COMMERCE BANCSHARES INCDFND	COMMON STOCK	2.11M	SH	$122.08M 0.93%	1.97M	148.28K
CULLEN/FROST BANKERS INCDFND	COMMON STOCK	732.33K	SH	$113.16M 0.86%	683.42K	48.91K
KLA-TENCOR CORPORATIONDFND	COMMON STOCK	370.14K	SH	$111.67M 0.85%	314.24K	55.90K
BADGER METER INCDFND	COMMON STOCK	728.96K	SH	$108.16M 0.82%	685.01K	43.95K
METTLER-TOLEDO INTERNATIONALDFND	COMMON STOCK	84.39K	SH	$107.80M 0.82%	80.52K	3.86K
JAZZ PHARMACEUTICALS PLCDFND	COMMON STOCK	443.12K	SH	$106.78M 0.81%	417.28K	25.84K

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