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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
SCHW
326
Charles Schwab
SCHW
$187B
$592K ﹤0.01%
6,420
– –
NVO
327
Novo Nordisk
NVO
$189B
$580K ﹤0.01%
12,091
+55
+0.5% +$2.36K
GM icon
328
General Motors
GM
$75B
$573K ﹤0.01%
7,433
– –
BNY
329
Bank of New York Mellon
BNY
$105B
$556K ﹤0.01%
3,844
– –
KKR icon
330
KKR & Co
KKR
$90.6B
$547K ﹤0.01%
+5,961
New +$578K
SCHF icon
331
Schwab International Equity ETF
SCHF
$68.3B
$542K ﹤0.01%
19,583
– –
CTAS icon
332
Cintas
CTAS
$80.1B
$530K ﹤0.01%
3,117
– –
TT icon
333
Trane Technologies
TT
$93.2B
$517K ﹤0.01%
1,052
-25
-2% -$11.7K
DG icon
334
Dollar General
DG
$27.8B
$513K ﹤0.01%
4,453
-640
-13% -$72.7K
IQV icon
335
IQVIA
IQV
$44.6B
$502K ﹤0.01%
2,600
– –
PLD icon
336
Prologis
PLD
$129B
$493K ﹤0.01%
3,638
– –
VGT icon
337
Vanguard Information Technology ETF
VGT
$146B
$492K ﹤0.01%
4,120
– –
UL icon
338
Unilever
UL
$135B
$484K ﹤0.01%
8,054
+105
+1% +$6.07K
VCSH icon
339
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.4B
$481K ﹤0.01%
6,087
+1,025
+20% +$81K
SHW icon
340
Sherwin-Williams
SHW
$78.4B
$477K ﹤0.01%
1,386
– –
ALV icon
341
Autoliv
ALV
$8.6B
$470K ﹤0.01%
4,050
– –
DEO icon
342
Diageo
DEO
$48.2B
$470K ﹤0.01%
5,846
-1,125
-16% -$90.8K
SHM icon
343
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
$468K ﹤0.01%
9,766
-168
-2% -$8.04K
VYM icon
344
Vanguard High Dividend Yield ETF
VYM
$81.8B
$464K ﹤0.01%
2,935
– –
SUB icon
345
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$456K ﹤0.01%
4,281
– –
IJH icon
346
iShares Core S&P Mid-Cap ETF
IJH
$122B
$444K ﹤0.01%
5,754
+264
+5% +$19.4K
VNQ icon
347
Vanguard Real Estate ETF
VNQ
$37.1B
$436K ﹤0.01%
4,522
– –
HIG icon
348
Hartford Financial Services
HIG
$36.8B
$424K ﹤0.01%
3,200
– –
IDCC icon
349
InterDigital
IDCC
$8.48B
$416K ﹤0.01%
1,468
-76,735
-98% -$22.8M
VT icon
350
Vanguard Total World Stock ETF
VT
$80.6B
$412K ﹤0.01%
2,625
-2,300
-47% -$351K
12 13
14
15 16

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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.