Boston Trust Walden Corp.
Boston Trust Walden Corp is an independent, employee-owned asset management firm headquartered in Boston, MA. Founded in 1974, the firm specializes in actively managed multi-asset and equity strategies, serving individual and institutional investors. As of June 2025, it manages $16.6 billion in assets and employs over 40 people. Boston Trust Walden is known for its principled investing approach and leadership in ESG (environmental, social, and governance) and impact investing, emphasizing long-term partnerships and tailored client solutions.
Investment Strategy
Boston Trust Walden pursues an actively managed, high-conviction strategy focusing on high quality, durable business models with long-term track records of profitability and steady growth. Fundamental analysis—evaluating financial statements, management quality, and material ESG risks—is core to their process. Their equity and multi-asset strategies emphasize diversification, reasonable valuations, and balanced asset allocation, while their fixed income approach focuses on duration management, investment-grade credit, diversification, sector positioning, and liquidity. Active ownership and ESG integration are central to their investment philosophy, with a clear commitment to principled, client-focused solutions.
Top Holdings
Equity Positions (390)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.01% | $546.2M | 1,054,523 | $47.21 | $517.95 | -$19.1M |
A AAPL | APPLE INC | 2.98% | $406.7M | 1,597,030 | $19.50 | $254.63 | +$46.5M |
J JPM | JPMORGAN CHASE & CO | 1.91% | $260.5M | 825,787 | $83.38 | $315.43 | -$16.5M |
G GOOGL | ALPHABET INC-A | 1.89% | $257.0M | 1,057,221 | $102.82 | $243.10 | +$36.8M |
G GOOG | ALPHABET INC-CL C | 1.66% | $226.8M | 931,257 | $38.34 | $243.55 | +$37.6M |