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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
NEE icon
251
NextEra Energy
NEE
$169B
$2.69M 0.02%
30,678
– –
RY icon
252
Royal Bank of Canada
RY
$283B
$2.64M 0.02%
12,777
-2,158
-14% -$400K
VV icon
253
Vanguard Morningstar Large-Cap ETF
VV
$53.7B
$2.63M 0.02%
7,645
– –
MMM icon
254
3M
MMM
$84.9B
$2.53M 0.02%
15,629
– –
RSP icon
255
Invesco S&P 500 Equal Weight ETF
RSP
$98.3B
$2.51M 0.02%
11,779
+3,175
+37% +$650K
IWR icon
256
iShares Russell Mid-Cap ETF
IWR
$55.4B
$2.46M 0.02%
22,275
+2,540
+13% +$267K
IVV icon
257
iShares Core S&P 500 ETF
IVV
$837B
$2.46M 0.02%
3,281
– –
CMCSA icon
258
Comcast
CMCSA
$86.6B
$2.41M 0.02%
98,277
-334,862
-77% -$8.64M
ASML icon
259
ASML
ASML
$612B
$2.37M 0.02%
1,189
+534
+82% +$850K
IJR icon
260
iShares Core S&P Small-Cap ETF
IJR
$106B
$2.28M 0.02%
15,390
+7,000
+83% +$961K
BRK.A icon
261
Berkshire Hathaway Class A
BRK.A
$1.11T
$2.25M 0.02%
3
– –
MDT icon
262
Medtronic
MDT
$120B
$1.81M 0.01%
23,101
-254
-1% -$20.5K
PH icon
263
Parker-Hannifin
PH
$117B
$1.72M 0.01%
1,756
– –
MTB icon
264
M&T Bank
MTB
$34B
$1.69M 0.01%
7,095
– –
FIX icon
265
Comfort Systems
FIX
$55.5B
$1.68M 0.01%
850
– –
VUG icon
266
Vanguard Morningstar Growth ETF
VUG
$224B
$1.66M 0.01%
19,236
– –
NSC icon
267
Norfolk Southern
NSC
$71.9B
$1.66M 0.01%
5,267
– –
CTSH icon
268
Cognizant
CTSH
$28.5B
$1.64M 0.01%
42,442
-645
-1% -$34K
PFE icon
269
Pfizer
PFE
$157B
$1.61M 0.01%
67,014
-1,365
-2% -$35.7K
GE icon
270
GE Aerospace
GE
$319B
$1.53M 0.01%
4,089
-50
-1% -$15.7K
HON icon
271
Honeywell
HON
$64.5B
$1.48M 0.01%
6,607
-7,708
-54% -$1.72M
HONA
272
Honeywell Aerospace
HONA
$50.2B
$1.46M 0.01%
+6,607
New +$1.46M
VWO icon
273
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$1.37M 0.01%
22,889
– –
ED icon
274
Consolidated Edison
ED
$38.9B
$1.31M 0.01%
11,798
-100
-0.8% -$10.9K
CMG icon
275
Chipotle Mexican Grill
CMG
$44.1B
$1.3M 0.01%
38,371
– –
9 10
11
12 13

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.