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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

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
HSY icon
226
Hershey
HSY
$34.2B
$5.36M 0.04%
30,553
+187
+0.6% +$35.3K
ISRG icon
227
Intuitive Surgical
ISRG
$133B
$5.16M 0.04%
12,984
-738
-5% -$322K
VZ icon
228
Verizon
VZ
$214B
$5.08M 0.04%
119,914
+1,160
+1% +$54.4K
SPY icon
229
State Street SPDR S&P 500 ETF Trust
SPY
$799B
$4.96M 0.04%
6,637
+309
+5% +$224K
ULTA icon
230
Ulta Beauty
ULTA
$23.3B
$4.48M 0.03%
9,933
-2,202
-18% -$1.12M
HTO
231
H2O America
HTO
$2.61B
$4.47M 0.03%
73,582
-9,140
-11% -$530K
BR icon
232
Broadridge
BR
$19.4B
$4.32M 0.03%
31,533
-8,496
-21% -$1.28M
ECL icon
233
Ecolab
ECL
$77B
$4.29M 0.03%
15,415
-5
-0% -$1.32K
VEA icon
234
Vanguard FTSE Developed Markets ETF
VEA
$234B
$4.25M 0.03%
59,678
+6,280
+12% +$437K
LLY icon
235
Eli Lilly
LLY
$1.01T
$3.95M 0.03%
3,295
+114
+4% +$116K
TSLA icon
236
Tesla
TSLA
$1.41T
$3.94M 0.03%
9,378
-225
-2% -$89.5K
VEEV icon
237
Veeva Systems
VEEV
$43.2B
$3.89M 0.03%
21,916
-5,309
-20% -$875K
CME icon
238
CME Group
CME
$98.9B
$3.83M 0.03%
17,351
+2,200
+15% +$609K
ACI icon
239
Albertsons Companies
ACI
$6.23B
$3.55M 0.03%
262,636
– –
IWD icon
240
iShares Russell 1000 Value ETF
IWD
$82.8B
$3.55M 0.03%
14,638
– –
LMT icon
241
Lockheed Martin
LMT
$123B
$3.4M 0.03%
6,671
-2,214
-25% -$1.2M
MCO icon
242
Moody's
MCO
$80.9B
$3.23M 0.02%
7,130
-20
-0.3% -$8.98K
MA icon
243
Mastercard
MA
$502B
$3.14M 0.02%
6,104
– –
INTC icon
244
Intel
INTC
$513B
$3.01M 0.02%
21,573
+32
+0.1% +$3.24K
KO icon
245
Coca-Cola
KO
$382B
$2.94M 0.02%
36,214
-550
-1% -$43.4K
BAC icon
246
Bank of America
BAC
$416B
$2.79M 0.02%
48,916
+110
+0.2% +$5.85K
PYPL icon
247
PayPal
PYPL
$46B
$2.77M 0.02%
64,205
-850
-1% -$38.7K
DOX icon
248
Amdocs
DOX
$6.51B
$2.76M 0.02%
54,635
-587,930
-91% -$36.1M
BKR icon
249
Baker Hughes
BKR
$56.3B
$2.75M 0.02%
49,489
-2,311
-4% -$146K
DSI icon
250
iShares MSCI KLD 400 Social ETF
DSI
$5.39B
$2.71M 0.02%
19,003
– –
8 9
10
11 12

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.