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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
-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
TD icon
326
Toronto Dominion Bank
TD
$198B
$504K ﹤0.01%
5,400
– –
BSX icon
327
Boston Scientific
BSX
$69.5B
$487K ﹤0.01%
7,768
– –
SCHF icon
328
Schwab International Equity ETF
SCHF
$66.6B
$485K ﹤0.01%
19,583
– –
PLD icon
329
Prologis
PLD
$135B
$481K ﹤0.01%
3,638
– –
SHM icon
330
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$475K ﹤0.01%
9,934
+168
+2% +$8.1K
CVS icon
331
CVS Health
CVS
$133B
$475K ﹤0.01%
6,608
-7,805
-54% -$601K
MCHP icon
332
Microchip Technology
MCHP
$40.3B
$457K ﹤0.01%
7,075
– –
BNY
333
Bank of New York Mellon
BNY
$106B
$456K ﹤0.01%
3,844
– –
SUB icon
334
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$456K ﹤0.01%
4,281
– –
UL icon
335
Unilever
UL
$137B
$453K ﹤0.01%
7,949
-5
-0.1% -$335
TT icon
336
Trane Technologies
TT
$100B
$449K ﹤0.01%
1,077
-50
-4% -$21.2K
MDLZ icon
337
Mondelez International
MDLZ
$79.5B
$447K ﹤0.01%
7,753
+666
+9% +$38.6K
SHW icon
338
Sherwin-Williams
SHW
$82.7B
$444K ﹤0.01%
1,386
– –
IQV icon
339
IQVIA
IQV
$38.7B
$443K ﹤0.01%
+2,600
New +$507K
NVO
340
Novo Nordisk
NVO
$208B
$442K ﹤0.01%
12,036
– –
VYM icon
341
Vanguard High Dividend Yield ETF
VYM
$80.9B
$435K ﹤0.01%
2,935
– –
HIG icon
342
Hartford Financial Services
HIG
$38.9B
$433K ﹤0.01%
3,200
– –
ALV icon
343
Autoliv
ALV
$9.02B
$426K ﹤0.01%
4,050
– –
NOW icon
344
ServiceNow
NOW
$115B
$406K ﹤0.01%
3,885
+130
+3% +$15.3K
T icon
345
AT&T
T
$159B
$404K ﹤0.01%
13,948
-325
-2% -$8.68K
VCEB icon
346
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
$402K ﹤0.01%
6,400
– –
VCSH icon
347
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$401K ﹤0.01%
5,062
+126
+3% +$10K
VNQ icon
348
Vanguard Real Estate ETF
VNQ
$39.2B
$401K ﹤0.01%
4,522
– –
CSL icon
349
Carlisle Companies
CSL
$14.3B
$400K ﹤0.01%
1,200
– –
MDY icon
350
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$398K ﹤0.01%
645
– –
12 13
14
15 16

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TWIM
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PFPG
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RCMU
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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.