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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
Avg Time Held
28.8 quarters
Top 10 Avg Time Held
17.2 quarters
Top 20 Avg Time Held
18.1 quarters

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 Held Since
AAPL icon
1
Apple
AAPL
$4.98T
$420M 3.2%
1,452,559
-37,965
-3% -$10.9M
2013 Q2
52 quarters
MSFT icon
2
Microsoft
MSFT
$4.04T
$359M 2.73%
961,305
-7,856
-0.8% -$3.18M
2013 Q2
52 quarters
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.33T
$290M 2.21%
812,426
-46,818
-5% -$16.9M
2015 Q3
43 quarters
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.27T
$262M 2%
742,061
-31,127
-4% -$11.1M
2013 Q2
52 quarters
NVDA icon
5
NVIDIA
NVDA
$5.52T
$253M 1.92%
1,262,697
+160,300
+15% +$33M
2023 Q1
13 quarters
JPM icon
6
JPMorgan Chase
JPM
$881B
$238M 1.81%
726,541
-13,136
-2% -$4.08M
2013 Q2
52 quarters
AMAT icon
7
Applied Materials
AMAT
$368B
$167M 1.27%
231,137
-53,466
-19% -$24.7M
2021 Q4
18 quarters
DCI icon
8
Donaldson
DCI
$10.1B
$166M 1.26%
1,846,607
-53,809
-3% -$4.63M
2013 Q2
52 quarters
HUBB icon
9
Hubbell
HUBB
$25.3B
$165M 1.26%
316,270
-11,699
-4% -$5.91M
2015 Q4
42 quarters
ATR icon
10
AptarGroup
ATR
$7.58B
$163M 1.24%
1,303,726
-45,763
-3% -$5.55M
2013 Q2
52 quarters
V icon
11
Visa
V
$744B
$160M 1.22%
466,632
-9,627
-2% -$3.09M
2013 Q2
52 quarters
JNJ icon
12
Johnson & Johnson
JNJ
$599B
$148M 1.12%
580,833
-13,228
-2% -$3.08M
2013 Q2
52 quarters
AIT icon
13
Applied Industrial Technologies
AIT
$12.2B
$145M 1.1%
427,345
-12,091
-3% -$3.71M
2015 Q1
45 quarters
WTS icon
14
Watts Water Technologies
WTS
$11.7B
$144M 1.1%
368,967
-10,057
-3% -$3.14M
2018 Q1
33 quarters
CINF icon
15
Cincinnati Financial
CINF
$25.4B
$137M 1.04%
737,311
-18,536
-2% -$3.07M
2013 Q2
52 quarters
LFUS icon
16
Littelfuse
LFUS
$10.5B
$136M 1.03%
298,327
+6,934
+2% +$3M
2022 Q1
17 quarters
QLYS icon
17
Qualys
QLYS
$6.85B
$135M 1.03%
984,889
-25,487
-3% -$2.51M
2021 Q1
21 quarters
CSCO icon
18
Cisco
CSCO
$454B
$135M 1.03%
1,147,532
-123,622
-10% -$12.9M
2013 Q2
52 quarters
GMED icon
19
Globus Medical
GMED
$10.2B
$124M 0.95%
1,573,361
+318,451
+25% +$27.1M
2025 Q3
3 quarters
CBSH icon
20
Commerce Bancshares
CBSH
$7.79B
$122M 0.93%
2,114,015
+179,879
+9% +$9.44M
2013 Q2
52 quarters
CFR icon
21
Cullen/Frost Bankers
CFR
$9.42B
$113M 0.86%
732,331
-235,518
-24% -$33.4M
2024 Q3
7 quarters
KLAC icon
22
KLA
KLAC
$240B
$112M 0.85%
370,140
-18,140
-5% -$3.6M
2024 Q1
9 quarters
BMI icon
23
Badger Meter
BMI
$3.8B
$108M 0.82%
728,961
+198,792
+37% +$26M
2019 Q3
27 quarters
MTD icon
24
Mettler-Toledo International
MTD
$32B
$108M 0.82%
84,386
+42,690
+102% +$51.5M
2013 Q2
52 quarters
JAZZ icon
25
Jazz Pharmaceuticals
JAZZ
$13.7B
$107M 0.81%
443,123
-45,538
-9% -$9.98M
2025 Q1
5 quarters
1
2 3 4 5

Similar funds

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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.