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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
CMG icon
276
Chipotle Mexican Grill
CMG
$47.2B
$1.23M 0.01%
38,371
-3,526
-8% -$130K
GE icon
277
GE Aerospace
GE
$374B
$1.17M 0.01%
4,139
-769
-16% -$242K
FIX icon
278
Comfort Systems
FIX
$60.9B
$1.17M 0.01%
850
-25
-3% -$31.7K
WFC icon
279
Wells Fargo
WFC
$261B
$1.16M 0.01%
14,515
+1,000
+7% +$85.9K
WMT icon
280
Walmart Inc
WMT
$885B
$1.11M 0.01%
8,911
-6,000
-40% -$737K
AMCR icon
281
Amcor
AMCR
$20.8B
$1.06M 0.01%
+26,713
New +$1.18M
ITOT icon
282
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$1.05M 0.01%
7,368
+701
+11% +$104K
IJR icon
283
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.04M 0.01%
8,390
– –
NOC icon
284
Northrop Grumman
NOC
$77.1B
$1.04M 0.01%
1,518
-150
-9% -$104K
OMC icon
285
Omnicom Group
OMC
$21.6B
$1.01M 0.01%
13,446
-2,250
-14% -$175K
GS icon
286
Goldman Sachs
GS
$300B
$1M 0.01%
1,184
-10
-0.8% -$8.92K
IWB icon
287
iShares Russell 1000 ETF
IWB
$48.2B
$964K 0.01%
2,705
– –
VIG icon
288
Vanguard Dividend Appreciation ETF
VIG
$111B
$964K 0.01%
4,483
+57
+1% +$12.7K
STT icon
289
State Street
STT
$50.6B
$958K 0.01%
7,571
-50
-0.7% -$6.39K
INTC icon
290
Intel
INTC
$455B
$951K 0.01%
21,541
-3,300
-13% -$151K
REGN icon
291
Regeneron Pharmaceuticals
REGN
$78.5B
$922K 0.01%
1,193
-260
-18% -$199K
XYL icon
292
Xylem
XYL
$27.3B
$899K 0.01%
7,522
-20
-0.3% -$2.62K
KMB icon
293
Kimberly-Clark
KMB
$36.3B
$896K 0.01%
9,292
– –
TGT icon
294
Target
TGT
$65.6B
$882K 0.01%
7,278
– –
LHX icon
295
L3Harris
LHX
$51.6B
$882K 0.01%
2,555
– –
GEV icon
296
GE Vernova
GEV
$264B
$867K 0.01%
993
-159
-14% -$124K
ASML icon
297
ASML
ASML
$626B
$865K 0.01%
655
– –
XLK icon
298
State Street Technology Select Sector SPDR ETF
XLK
$115B
$842K 0.01%
6,332
+30
+0.5% +$4.23K
TRV icon
299
Travelers Companies
TRV
$78.1B
$822K 0.01%
2,819
+333
+13% +$97.6K
BF.A icon
300
Brown-Forman Class A
BF.A
$13.4B
$814K 0.01%
30,400
– –
10 11
12
13 14

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.