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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
NEE icon
251
NextEra Energy
NEE
$181B
$2.85M 0.02%
30,678
– –
KO icon
252
Coca-Cola
KO
$377B
$2.8M 0.02%
36,764
-200
-0.5% -$15.1K
CTSH icon
253
Cognizant
CTSH
$24.9B
$2.64M 0.02%
43,087
-5
-0% -$358
RY icon
254
Royal Bank of Canada
RY
$291B
$2.42M 0.02%
14,935
– –
BAC icon
255
Bank of America
BAC
$435B
$2.38M 0.02%
48,806
-14
-0% -$722
DSI icon
256
iShares MSCI KLD 400 Social ETF
DSI
$5.3B
$2.3M 0.02%
19,003
– –
VV icon
257
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$2.28M 0.02%
7,645
– –
MMM icon
258
3M
MMM
$90.9B
$2.27M 0.02%
15,629
-3,130
-17% -$498K
BRK.A icon
259
Berkshire Hathaway Class A
BRK.A
$1.1T
$2.15M 0.02%
3
– –
IVV icon
260
iShares Core S&P 500 ETF
IVV
$878B
$2.14M 0.02%
3,281
+74
+2% +$50.5K
MDT icon
261
Medtronic
MDT
$109B
$2.02M 0.02%
23,355
+1,779
+8% +$170K
PFE icon
262
Pfizer
PFE
$143B
$1.92M 0.02%
68,379
-2,325
-3% -$61.9K
IWR icon
263
iShares Russell Mid-Cap ETF
IWR
$56B
$1.92M 0.02%
19,735
+10
+0.1% +$999
RSP icon
264
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$1.65M 0.01%
8,604
+3,850
+81% +$763K
PH icon
265
Parker-Hannifin
PH
$123B
$1.57M 0.01%
1,756
-1,050
-37% -$994K
NSC icon
266
Norfolk Southern
NSC
$75.4B
$1.51M 0.01%
5,267
– –
MTB icon
267
M&T Bank
MTB
$35.7B
$1.47M 0.01%
7,095
-80
-1% -$17.2K
SPGI icon
268
S&P Global
SPGI
$121B
$1.45M 0.01%
3,415
– –
VUG icon
269
Vanguard Morningstar Growth ETF
VUG
$220B
$1.4M 0.01%
19,236
-768
-4% -$59.7K
INTU icon
270
Intuit
INTU
$86.5B
$1.37M 0.01%
3,179
-130
-4% -$62K
ED icon
271
Consolidated Edison
ED
$40.1B
$1.35M 0.01%
11,898
-200
-2% -$21.7K
MCK icon
272
McKesson
MCK
$100B
$1.27M 0.01%
1,464
-4
-0.3% -$3.57K
RTX icon
273
RTX Corp
RTX
$290B
$1.25M 0.01%
6,497
-5,400
-45% -$1.07M
PSX icon
274
Phillips 66
PSX
$84.9B
$1.25M 0.01%
6,860
– –
VWO icon
275
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$1.24M 0.01%
22,889
-130,080
-85% -$7.29M
9 10
11
12 13

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.