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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
-0.88%
1 Year Est. Return
+24.63%
3 Year Est. Return
+61.41%
5 Year Est. Return
+82.17%
10 Year Est. Return
+348.28%
AUM
$12.2B
AUM Growth
-$1.09B
Cap. Flow
-$727M
Cap. Flow %
-5.98%
Top 10 Hldgs %
18.53%
Holding
400
New
17
Increased
78
Reduced
225
Closed
12

Top Buys

Rank Stock Value
1
ON icon
ON Semiconductor
ON
+$54.7M
2
BALL icon
Ball Corp
BALL
+$34.1M
3
ESAB icon
ESAB
ESAB
+$27.8M
4
VLTO icon
Veralto
VLTO
+$26.9M
5
LIN icon
Linde
LIN
+$22.7M

Top Sells

Rank Stock Value
1
TER icon
Teradyne
TER
+$116M
2
EXLS icon
EXL Service
EXLS
+$58.8M
3
CSGS
CSG Systems International
CSGS
+$52.7M
4
DCI icon
Donaldson
DCI
+$47.5M
5
AMAT icon
Applied Materials
AMAT
+$39.2M

Sector Composition

Rank Sector Weight
1 Technology 22.12%
2 Industrials 16.15%
3 Financials 14.82%
4 Healthcare 13.77%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
226
Intuitive Surgical
ISRG
$127B
$6.33M 0.05%
13,722
-250
-2% -$126K
HSY icon
227
Hershey
HSY
$35.2B
$6.31M 0.05%
30,366
-859
-3% -$181K
KEYS icon
228
Keysight
KEYS
$54.5B
$6.28M 0.05%
+22,224
New +$5.57M
IDXX icon
229
Idexx Laboratories
IDXX
$44.1B
$5.98M 0.05%
+10,645
New +$6.83M
VZ icon
230
Verizon
VZ
$195B
$5.96M 0.05%
118,754
-587
-0.5% -$27.2K
DGX icon
231
Quest Diagnostics
DGX
$25.7B
$5.96M 0.05%
30,390
+1,541
+5% +$299K
ABBV icon
232
AbbVie
ABBV
$443B
$5.6M 0.05%
25,726
– –
LMT icon
233
Lockheed Martin
LMT
$134B
$5.37M 0.04%
8,885
-24,452
-73% -$15.1M
HTO
234
H2O America
HTO
$2.57B
$4.85M 0.04%
+82,722
New +$4.5M
VEEV icon
235
Veeva Systems
VEEV
$33.1B
$4.78M 0.04%
27,225
-904
-3% -$178K
VO icon
236
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$4.67M 0.04%
65,016
-1,260
-2% -$93.6K
ACI icon
237
Albertsons Companies
ACI
$5.62B
$4.48M 0.04%
262,636
– –
CME icon
238
CME Group
CME
$96.3B
$4.47M 0.04%
15,151
+702
+5% +$209K
CHTR icon
239
Charter Communications
CHTR
$17.3B
$4.47M 0.04%
20,711
-272
-1% -$58.9K
SPY icon
240
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$4.12M 0.03%
6,328
+10
+0.2% +$6.8K
ECL icon
241
Ecolab
ECL
$78.1B
$4.1M 0.03%
15,420
-1,975
-11% -$557K
TSLA icon
242
Tesla
TSLA
$1.23T
$3.57M 0.03%
9,603
+6,218
+184% +$2.56M
VEA icon
243
Vanguard FTSE Developed Markets ETF
VEA
$229B
$3.42M 0.03%
53,398
+31,550
+144% +$2.08M
HON icon
244
Honeywell
HON
$77B
$3.24M 0.03%
14,315
-50
-0.3% -$11.4K
BKR icon
245
Baker Hughes
BKR
$60B
$3.16M 0.03%
51,800
+915
+2% +$52.9K
IWD icon
246
iShares Russell 1000 Value ETF
IWD
$82.2B
$3.13M 0.03%
14,638
– –
MCO icon
247
Moody's
MCO
$82.8B
$3.12M 0.03%
7,150
+50
+0.7% +$23.7K
MA icon
248
Mastercard
MA
$502B
$3.05M 0.03%
6,104
-5
-0.1% -$2.63K
PYPL icon
249
PayPal
PYPL
$48.9B
$2.94M 0.02%
65,055
+100
+0.2% +$4.83K
LLY icon
250
Eli Lilly
LLY
$1.02T
$2.93M 0.02%
3,181
-20
-0.6% -$20.3K
8 9
10
11 12

Similar funds

TWIM
TIAA Wealth Investment Management New York $13.1B AUM
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Boston Trust Walden's Q1 2026 Portfolio in Review

As of Q1 2026, Boston Trust Walden held 400 positions worth $12.2B, down 8.2% from $13.2B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Boston Trust Walden withdrew a net $727M in Q1 2026, closing 12 positions and reducing 225 holdings. Its most notable exit was Akamai, an estimated $30.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 25% a quarter earlier, followed by Industrials and Financials.

Against the trend, Boston Trust Walden opened a new position in ESAB worth $23.2M.

  • Boston Trust Walden's largest Q1 2026 buy was ESAB: 239,607 shares worth $23.2M.
  • Boston Trust Walden added most to ON Semiconductor in Q1 2026, an estimated $54.7M increase.
  • Boston Trust Walden's biggest Q1 2026 reduction was Teradyne, cutting an estimated $116M.
  • Boston Trust Walden fully exited Akamai in Q1 2026, selling an estimated $30.4M.
  • Boston Trust Walden's ten largest holdings make up 19% of its $12.2B portfolio in Q1 2026.
  • Boston Trust Walden opened 17 new positions and closed 12 in Q1 2026.
  • Boston Trust Walden's portfolio value fell 8.2% quarter-over-quarter to $12.2B.

Based on Boston Trust Walden's 13F filing for Q1 2026, filed 24 Apr 2026.