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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
VCEB icon
351
Vanguard ESG US Corporate Bond ETF
VCEB
$1.19B
$402K ﹤0.01%
6,400
– –
CRM icon
352
Salesforce
CRM
$211B
$402K ﹤0.01%
2,563
-400
-13% -$70.3K
BF.B icon
353
Brown-Forman Class B
BF.B
$12.1B
$383K ﹤0.01%
14,382
-455
-3% -$12.3K
NOW icon
354
ServiceNow
NOW
$148B
$383K ﹤0.01%
3,855
-30
-0.8% -$2.97K
LRGF icon
355
iShares US Equity Factor ETF
LRGF
$3.66B
$382K ﹤0.01%
5,045
– –
DUK icon
356
Duke Energy
DUK
$92.1B
$378K ﹤0.01%
2,984
– –
JEF icon
357
Jefferies Financial Group
JEF
$11.2B
$375K ﹤0.01%
7,500
– –
GLW icon
358
Corning
GLW
$124B
$370K ﹤0.01%
+1,450
New +$264K
MDLZ icon
359
Mondelez International
MDLZ
$79.3B
$367K ﹤0.01%
6,353
-1,400
-18% -$84.3K
BEN icon
360
Franklin Templeton
BEN
$16.9B
$366K ﹤0.01%
11,000
– –
CARR icon
361
Carrier Global
CARR
$45.8B
$336K ﹤0.01%
4,587
– –
BSX icon
362
Boston Scientific
BSX
$63.8B
$332K ﹤0.01%
7,768
– –
IWF icon
363
iShares Russell 1000 Growth ETF
IWF
$123B
$325K ﹤0.01%
2,618
+318
+14% +$38.3K
SNPS icon
364
Synopsys
SNPS
$70.8B
$319K ﹤0.01%
715
-28
-4% -$13.2K
TTWO icon
365
Take-Two Interactive
TTWO
$39.9B
$317K ﹤0.01%
+1,270
New +$280K
BIP icon
366
Brookfield Infrastructure Partners
BIP
$16.2B
$305K ﹤0.01%
8,367
– –
INTU icon
367
Intuit
INTU
$88.9B
$305K ﹤0.01%
1,167
-2,012
-63% -$701K
FAST icon
368
Fastenal
FAST
$56.7B
$301K ﹤0.01%
6,272
– –
MDY icon
369
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.8B
$295K ﹤0.01%
420
-225
-35% -$151K
FITB
370
Fifth Third Bancorp
FITB
$49.7B
$294K ﹤0.01%
5,224
– –
PPG icon
371
PPG Industries
PPG
$23.3B
$293K ﹤0.01%
2,416
– –
SJM icon
372
J.M. Smucker
SJM
$13B
$291K ﹤0.01%
2,585
– –
VCIT icon
373
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$68.7B
$290K ﹤0.01%
3,512
+815
+30% +$67.4K
T icon
374
AT&T
T
$184B
$289K ﹤0.01%
13,948
– –
ITT icon
375
ITT
ITT
$17.7B
$277K ﹤0.01%
1,400
– –
13 14
15
16 17

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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.