BOSTON TRUST WALDEN CORP

PrivateCIK: 1534866

Location

BOSTON, MA

388

Positions

$12.16B

Total AUM (reported)

108.18M

Total Shares

Allocation by class

COMMON STOCK$12.03B98.9%

ETF - EQ$90.16M0.7%

ETF - INTL$42.81M0.4%

ETF - FI$1.96M0.0%

Portfolio Concentration

Top 3$984.12M8.1%

4–10$1.27B10.4%

11–25$1.65B13.5%

Rest$8.26B67.9%

Top 3 weight

8.1%

Top 10 weight

18.5%

Voting Authority Distribution

Total shares with voting rights: 108.18M

Sole

Full voting authority

99.43M

% of voting shares91.9%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.75M

% of voting shares8.1%

Investment Discretion (by position count)

Sole0

Shared0

Other388

Dominant voting typeSole · 91.9% of voting shares

Institutional Holdings388

Rows:

APPLE INC

DFND

COMMON STOCK

Shares1.49M

TypeSH

Market value$378.28M

3.11%

Sole

1.38M

Shared

0.00

None

106.12K

MICROSOFT CORP

DFND

COMMON STOCK

Shares969.16K

TypeSH

Market value$358.75M

2.95%

Sole

884.25K

Shared

0.00

None

84.92K

ALPHABET INC-A

DFND

COMMON STOCK

Shares859.24K

TypeSH

Market value$247.08M

2.03%

Sole

732.45K

Shared

0.00

None

126.80K

ALPHABET INC-CL C

DFND

COMMON STOCK

Shares773.19K

TypeSH

Market value$221.80M

1.82%

Sole

769.93K

Shared

0.00

None

3.25K

JPMORGAN CHASE & CO

DFND

COMMON STOCK

Shares739.68K

TypeSH

Market value$217.58M

1.79%

Sole

682.45K

Shared

0.00

None

57.23K

NVIDIA CORP

DFND

COMMON STOCK

Shares1.10M

TypeSH

Market value$192.26M

1.58%

Sole

916.67K

Shared

0.00

None

185.72K

APTARGROUP INC

DFND

COMMON STOCK

Shares1.35M

TypeSH

Market value$170.06M

1.40%

Sole

1.25M

Shared

0.00

None

100.27K

DONALDSON CO INC

DFND

COMMON STOCK

Shares1.90M

TypeSH

Market value$161.29M

1.33%

Sole

1.76M

Shared

0.00

None

141.89K

HUBBELL INC

DFND

COMMON STOCK

Shares327.97K

TypeSH

Market value$160.95M

1.32%

Sole

303.91K

Shared

0.00

None

24.06K

JOHNSON & JOHNSON

DFND

COMMON STOCK

Shares594.06K

TypeSH

Market value$145.21M

1.19%

Sole

549.13K

Shared

0.00

None

44.94K

VISA INC

DFND

COMMON STOCK

Shares476.26K

TypeSH

Market value$143.94M

1.18%

Sole

434.19K

Shared

0.00

None

42.07K

CULLEN/FROST BANKERS INC

DFND

COMMON STOCK

Shares967.85K

TypeSH

Market value$132.67M

1.09%

Sole

899.29K

Shared

0.00

None

68.56K

CINCINNATI FINANCIAL CORP

DFND

COMMON STOCK

Shares755.85K

TypeSH

Market value$118.93M

0.98%

Sole

719.29K

Shared

0.00

None

36.56K

APPLIED INDUSTRIAL TECH INC

DFND

COMMON STOCK

Shares439.44K

TypeSH

Market value$116.59M

0.96%

Sole

413.12K

Shared

0.00

None

26.32K

COSTCO WHOLESALE CORP

DFND

COMMON STOCK

Shares112.81K

TypeSH

Market value$112.41M

0.92%

Sole

112.11K

Shared

0.00

None

698.00

WATTS WATER TECHNOLOGIES-A

DFND

COMMON STOCK

Shares379.02K

TypeSH

Market value$110.03M

0.90%

Sole

356.25K

Shared

0.00

None

22.78K

GLOBUS MEDICAL INC-A

DFND

COMMON STOCK

Shares1.25M

TypeSH

Market value$108.12M

0.89%

Sole

1.18M

Shared

0.00

None

73.27K

ROSS STORES INC

DFND

COMMON STOCK

Shares481.67K

TypeSH

Market value$104.35M

0.86%

Sole

434.73K

Shared

0.00

None

46.95K

EXXON MOBIL CORPORATION

DFND

COMMON STOCK

Shares606.42K

TypeSH

Market value$102.89M

0.85%

Sole

503.42K

Shared

0.00

None

103K

MAGNOLIA OIL & GAS CORP

DFND

COMMON STOCK

Shares3.23M

TypeSH

Market value$101.90M

0.84%

Sole

2.90M

Shared

0.00

None

326.38K

ESSENTIAL UTILS INC

DFND

COMMON STOCK

Shares2.48M

TypeSH

Market value$99.93M

0.82%

Sole

2.22M

Shared

0.00

None

260.94K

CHUBB LTD

DFND

COMMON STOCK

Shares305.40K

TypeSH

Market value$99.54M

0.82%

Sole

261.97K

Shared

0.00

None

43.43K

LITTELFUSE INC

DFND

COMMON STOCK

Shares291.39K

TypeSH

Market value$98.88M

0.81%

Sole

273.05K

Shared

0.00

None

18.34K

CISCO SYSTEMS INC

DFND

COMMON STOCK

Shares1.27M

TypeSH

Market value$98.63M

0.81%

Sole

1.12M

Shared

0.00

None

155.06K

APPLIED MATERIALS, INC.

DFND

COMMON STOCK

Shares284.60K

TypeSH

Market value$97.27M

0.80%

Sole

240.95K

Shared

0.00

None

43.65K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCDFND	COMMON STOCK	1.49M	SH	$378.28M 3.11%	1.38M	106.12K
MICROSOFT CORPDFND	COMMON STOCK	969.16K	SH	$358.75M 2.95%	884.25K	84.92K
ALPHABET INC-ADFND	COMMON STOCK	859.24K	SH	$247.08M 2.03%	732.45K	126.80K
ALPHABET INC-CL CDFND	COMMON STOCK	773.19K	SH	$221.80M 1.82%	769.93K	3.25K
JPMORGAN CHASE & CODFND	COMMON STOCK	739.68K	SH	$217.58M 1.79%	682.45K	57.23K
NVIDIA CORPDFND	COMMON STOCK	1.10M	SH	$192.26M 1.58%	916.67K	185.72K
APTARGROUP INCDFND	COMMON STOCK	1.35M	SH	$170.06M 1.40%	1.25M	100.27K
DONALDSON CO INCDFND	COMMON STOCK	1.90M	SH	$161.29M 1.33%	1.76M	141.89K
HUBBELL INCDFND	COMMON STOCK	327.97K	SH	$160.95M 1.32%	303.91K	24.06K
JOHNSON & JOHNSONDFND	COMMON STOCK	594.06K	SH	$145.21M 1.19%	549.13K	44.94K
VISA INCDFND	COMMON STOCK	476.26K	SH	$143.94M 1.18%	434.19K	42.07K
CULLEN/FROST BANKERS INCDFND	COMMON STOCK	967.85K	SH	$132.67M 1.09%	899.29K	68.56K
CINCINNATI FINANCIAL CORPDFND	COMMON STOCK	755.85K	SH	$118.93M 0.98%	719.29K	36.56K
APPLIED INDUSTRIAL TECH INCDFND	COMMON STOCK	439.44K	SH	$116.59M 0.96%	413.12K	26.32K
COSTCO WHOLESALE CORPDFND	COMMON STOCK	112.81K	SH	$112.41M 0.92%	112.11K	698.00
WATTS WATER TECHNOLOGIES-ADFND	COMMON STOCK	379.02K	SH	$110.03M 0.90%	356.25K	22.78K
GLOBUS MEDICAL INC-ADFND	COMMON STOCK	1.25M	SH	$108.12M 0.89%	1.18M	73.27K
ROSS STORES INCDFND	COMMON STOCK	481.67K	SH	$104.35M 0.86%	434.73K	46.95K
EXXON MOBIL CORPORATIONDFND	COMMON STOCK	606.42K	SH	$102.89M 0.85%	503.42K	103K
MAGNOLIA OIL & GAS CORPDFND	COMMON STOCK	3.23M	SH	$101.90M 0.84%	2.90M	326.38K
ESSENTIAL UTILS INCDFND	COMMON STOCK	2.48M	SH	$99.93M 0.82%	2.22M	260.94K
CHUBB LTDDFND	COMMON STOCK	305.40K	SH	$99.54M 0.82%	261.97K	43.43K
LITTELFUSE INCDFND	COMMON STOCK	291.39K	SH	$98.88M 0.81%	273.05K	18.34K
CISCO SYSTEMS INCDFND	COMMON STOCK	1.27M	SH	$98.63M 0.81%	1.12M	155.06K
APPLIED MATERIALS, INC.DFND	COMMON STOCK	284.60K	SH	$97.27M 0.80%	240.95K	43.65K

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