Boston Trust Walden Balanced Fund is a registered fund series of Boston Trust Walden Funds (series S000009923). Net assets $135.8M as of 2026-03-31.
Showing 15 of 77 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| United States Treasury Notes | — | $10.6M | 776.84% |
| United States Treasury Bonds | — | $8.8M | 645.57% |
| Apple Inc. | — | $8.0M | 591.39% |
| Microsoft Corp. | — | $6.8M | 501.66% |
| Alphabet Inc. | — | $4.9M | 359.86% |
| Applied Materials Inc. | — | $4.3M | 317.77% |
| JPMorgan Chase & Co. | — | $4.2M | 307.59% |
| United States Treasury Notes | — | $4.2M | 306.70% |
| NVIDIA Corp. | — | $3.8M | 282.82% |
| Costco Wholesale Corporation | — | $3.6M | 264.06% |
| United States Treasury Notes | — | $3.6M | 263.48% |
| Hubbell Incorporated | — | $3.4M | 252.87% |
| Alphabet Inc. | — | $3.3M | 239.99% |
| ConocoPhillips | — | $3.0M | 219.85% |
| Chubb Ltd. Switzerland | — | $2.8M | 205.98% |
| Report date | Net assets |
|---|---|
| 2026-03-31 | $135.8M |
| 2025-12-31 | $148.7M |
| 2025-09-30 | $156.7M |
| 2025-06-30 | $153.3M |
| 2025-03-31 | $151.7M |
| 2024-12-31 | $157.7M |
| 2024-09-30 | $166.1M |
| 2024-06-28 | $161.5M |