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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
CAT icon
301
Caterpillar
CAT
$375B
$801K 0.01%
1,130
– –
WAB icon
302
Wabtec
WAB
$49.1B
$800K 0.01%
3,201
– –
SAP icon
303
SAP
SAP
$212B
$799K 0.01%
4,665
-30
-0.6% -$6.19K
IBM icon
304
IBM
IBM
$211B
$796K 0.01%
3,285
+75
+2% +$20.3K
BMY icon
305
Bristol-Myers Squibb
BMY
$133B
$771K 0.01%
12,705
– –
GIS icon
306
General Mills
GIS
$19.1B
$752K 0.01%
20,195
-35
-0.2% -$1.52K
HCA icon
307
HCA Healthcare
HCA
$87.2B
$749K 0.01%
1,583
– –
DFAC icon
308
Dimensional US Core Equity 2 ETF
DFAC
$47.9B
$745K 0.01%
19,164
-2,373
-11% -$95.6K
VXF icon
309
Vanguard Extended Market ETF
VXF
$30.3B
$730K 0.01%
3,548
-18,276
-84% -$3.91M
CSX icon
310
CSX Corp
CSX
$93.4B
$711K 0.01%
17,315
– –
QUAL icon
311
iShares MSCI USA Quality Factor ETF
QUAL
$46.4B
$697K 0.01%
3,633
-115
-3% -$23.1K
VT icon
312
Vanguard Total World Stock ETF
VT
$77.1B
$681K 0.01%
4,925
– –
APH icon
313
Amphenol
APH
$198B
$639K 0.01%
5,059
+1,300
+35% +$183K
IEFA icon
314
iShares Core MSCI EAFE ETF
IEFA
$190B
$623K 0.01%
6,882
+327
+5% +$30.5K
TXN icon
315
Texas Instruments
TXN
$252B
$619K 0.01%
3,186
– –
DG icon
316
Dollar General
DG
$28B
$605K 0.01%
5,093
-300
-6% -$42.8K
SCHW
317
Charles Schwab
SCHW
$183B
$603K 0.01%
6,420
-2,000
-24% -$196K
IWV icon
318
iShares Russell 3000 ETF
IWV
$19.6B
$589K ﹤0.01%
1,590
– –
CBT icon
319
Cabot Corp
CBT
$4.54B
$582K ﹤0.01%
7,733
– –
VEU icon
320
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$569K ﹤0.01%
7,571
+180
+2% +$13.9K
GM icon
321
General Motors
GM
$80.4B
$554K ﹤0.01%
7,433
– –
CRM icon
322
Salesforce
CRM
$151B
$553K ﹤0.01%
2,963
-159
-5% -$32.9K
CTAS icon
323
Cintas
CTAS
$81.9B
$527K ﹤0.01%
3,117
-300
-9% -$57.5K
QQQ icon
324
Invesco QQQ Trust
QQQ
$453B
$525K ﹤0.01%
909
– –
DEO icon
325
Diageo
DEO
$49B
$519K ﹤0.01%
6,971
-335
-5% -$29.2K
11 12
13
14 15

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PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
RCMU
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EPFB
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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.