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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
STT icon
276
State Street
STT
$50.5B
$1.27M 0.01%
7,497
-74
-1% -$11.4K
SPGI icon
277
S&P Global
SPGI
$122B
$1.22M 0.01%
3,004
-411
-12% -$174K
RTX icon
278
RTX Corp
RTX
$265B
$1.21M 0.01%
6,392
-105
-2% -$19.3K
CHTR icon
279
Charter Communications
CHTR
$16.9B
$1.21M 0.01%
8,508
-12,203
-59% -$2.04M
XLK icon
280
State Street Technology Select Sector SPDR ETF
XLK
$119B
$1.2M 0.01%
6,302
-30
-0.5% -$5.13K
GS icon
281
Goldman Sachs
GS
$280B
$1.2M 0.01%
1,184
– –
BN icon
282
Brookfield
BN
$83.1B
$1.2M 0.01%
28,105
+18,753
+201% +$839K
GEV icon
283
GE Vernova
GEV
$235B
$1.17M 0.01%
994
+1
+0.1% +$1.02K
WFC icon
284
Wells Fargo
WFC
$269B
$1.17M 0.01%
14,115
-400
-3% -$32.1K
AMCR icon
285
Amcor
AMCR
$19.7B
$1.16M 0.01%
26,713
– –
CAT icon
286
Caterpillar
CAT
$361B
$1.16M 0.01%
1,086
-44
-4% -$38.7K
ITOT icon
287
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
$1.16M 0.01%
7,034
-334
-5% -$53K
PSX icon
288
Phillips 66
PSX
$106B
$1.16M 0.01%
6,835
-25
-0.4% -$4.3K
CHKP icon
289
Check Point Software Technologies
CHKP
$14.1B
$1.15M 0.01%
8,716
-282,207
-97% -$36.7M
MCK icon
290
McKesson
MCK
$104B
$1.11M 0.01%
1,467
+3
+0.2% +$2.38K
IWB icon
291
iShares Russell 1000 ETF
IWB
$48.4B
$1.11M 0.01%
2,705
– –
VIG icon
292
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.07M 0.01%
4,521
+38
+0.8% +$8.73K
KMB icon
293
Kimberly-Clark
KMB
$32.5B
$1.02M 0.01%
9,292
– –
WMT icon
294
Walmart Inc
WMT
$862B
$960K 0.01%
8,475
-436
-5% -$54.1K
TXN icon
295
Texas Instruments
TXN
$240B
$950K 0.01%
3,186
– –
TGT icon
296
Target
TGT
$70.4B
$936K 0.01%
7,168
-110
-2% -$14K
TRV icon
297
Travelers Companies
TRV
$78.6B
$931K 0.01%
2,819
– –
IBM icon
298
IBM
IBM
$237B
$924K 0.01%
3,285
– –
XYL icon
299
Xylem
XYL
$25.1B
$914K 0.01%
7,732
+210
+3% +$24.2K
OMC icon
300
Omnicom Group
OMC
$22.2B
$913K 0.01%
12,534
-912
-7% -$68.6K
10 11
12
13 14

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.