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BTW

Boston Trust Walden Portfolio holdings

AUM $13.1B
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
+16.35%
1 Year Est. Return
+24.63%
3 Year Est. Return
+61.41%
5 Year Est. Return
+82.17%
10 Year Est. Return
+348.29%
AUM
$13.1B
AUM Growth
+$972M
Cap. Flow
-$461M
Cap. Flow %
-3.51%
Top 10 Hldgs %
18.91%
Holding
405
New
17
Increased
84
Reduced
221
Closed
9

Top Buys

Rank Stock Value
1
MTD icon
Mettler-Toledo International
MTD
+$51.5M
2
VLTO icon
Veralto
VLTO
+$41.2M
3
LII icon
Lennox International
LII
+$38M
4
AVGO icon
Broadcom
AVGO
+$33.4M
5
NVDA icon
NVIDIA
NVDA
+$33M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$103M
2
COO icon
Cooper Companies
COO
+$56.4M
3
MKC icon
McCormick & Company Non-Voting
MKC
+$44.6M
4
PRGS icon
Progress Software
PRGS
+$44.1M
5
ON icon
ON Semiconductor
ON
+$42.6M

Sector Composition

Rank Sector Weight
1 Technology 23.94%
2 Industrials 16.94%
3 Financials 15.08%
4 Healthcare 14.28%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.67T
$420M 3.2%
1,452,559
-37,965
-3% -$10.9M
MSFT icon
2
Microsoft
MSFT
$3.81T
$359M 2.73%
961,305
-7,856
-0.8% -$3.18M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.24T
$290M 2.21%
812,426
-46,818
-5% -$16.9M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.19T
$262M 2%
742,061
-31,127
-4% -$11.1M
NVDA icon
5
NVIDIA
NVDA
$5.25T
$253M 1.92%
1,262,697
+160,300
+15% +$33M
JPM icon
6
JPMorgan Chase
JPM
$951B
$238M 1.81%
726,541
-13,136
-2% -$4.08M
AMAT icon
7
Applied Materials
AMAT
$366B
$167M 1.27%
231,137
-53,466
-19% -$24.7M
DCI icon
8
Donaldson
DCI
$10.7B
$166M 1.26%
1,846,607
-53,809
-3% -$4.63M
HUBB icon
9
Hubbell
HUBB
$24.3B
$165M 1.26%
316,270
-11,699
-4% -$5.91M
ATR icon
10
AptarGroup
ATR
$8.46B
$163M 1.24%
1,303,726
-45,763
-3% -$5.55M
V icon
11
Visa
V
$712B
$160M 1.22%
466,632
-9,627
-2% -$3.09M
JNJ icon
12
Johnson & Johnson
JNJ
$646B
$148M 1.12%
580,833
-13,228
-2% -$3.08M
AIT icon
13
Applied Industrial Technologies
AIT
$11.8B
$145M 1.1%
427,345
-12,091
-3% -$3.71M
WTS icon
14
Watts Water Technologies
WTS
$12.2B
$144M 1.1%
368,967
-10,057
-3% -$3.14M
CINF icon
15
Cincinnati Financial
CINF
$26.4B
$137M 1.04%
737,311
-18,536
-2% -$3.07M
LFUS icon
16
Littelfuse
LFUS
$10.3B
$136M 1.03%
298,327
+6,934
+2% +$3M
QLYS icon
17
Qualys
QLYS
$6.47B
$135M 1.03%
984,889
-25,487
-3% -$2.51M
CSCO icon
18
Cisco
CSCO
$433B
$135M 1.03%
1,147,532
-123,622
-10% -$12.9M
GMED icon
19
Globus Medical
GMED
$11.1B
$124M 0.95%
1,573,361
+318,451
+25% +$27.1M
CBSH icon
20
Commerce Bancshares
CBSH
$8.32B
$122M 0.93%
2,114,015
+179,879
+9% +$9.44M
CFR icon
21
Cullen/Frost Bankers
CFR
$10B
$113M 0.86%
732,331
-235,518
-24% -$33.4M
KLAC icon
22
KLA
KLAC
$229B
$112M 0.85%
370,140
-18,140
-5% -$3.6M
BMI icon
23
Badger Meter
BMI
$3.93B
$108M 0.82%
728,961
+198,792
+37% +$26M
MTD icon
24
Mettler-Toledo International
MTD
$28B
$108M 0.82%
84,386
+42,690
+102% +$51.5M
JAZZ icon
25
Jazz Pharmaceuticals
JAZZ
$15.9B
$107M 0.81%
443,123
-45,538
-9% -$9.98M
1
2 3 4 5

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GLA
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VLKIM
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BCI
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EIG
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WHG
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Boston Trust Walden's Q2 2026 Portfolio in Review

As of Q2 2026, Boston Trust Walden held 405 positions worth $13.1B, up 8% from $12.2B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Boston Trust Walden withdrew a net $461M in Q2 2026, closing 9 positions and reducing 221 holdings. Its most notable exit was ExxonMobil, an estimated $103M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Industrials and Financials.

Against the trend, Boston Trust Walden opened a new position in Lennox International worth $42.8M.

  • Boston Trust Walden's largest Q2 2026 buy was Lennox International: 74,694 shares worth $42.8M.
  • Boston Trust Walden added most to Mettler-Toledo International in Q2 2026, an estimated $51.5M increase.
  • Boston Trust Walden's biggest Q2 2026 reduction was Cooper Companies, cutting an estimated $56.4M.
  • Boston Trust Walden fully exited ExxonMobil in Q2 2026, selling an estimated $103M.
  • Boston Trust Walden's ten largest holdings make up 19% of its $13.1B portfolio in Q2 2026.
  • Boston Trust Walden opened 17 new positions and closed 9 in Q2 2026.
  • Boston Trust Walden's portfolio value rose 8% quarter-over-quarter to $13.1B.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.