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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
ALL icon
376
Allstate
ALL
$64.7B
$272K ﹤0.01%
1,144
– –
XEL icon
377
Xcel Energy
XEL
$45.2B
$269K ﹤0.01%
3,347
– –
USMV icon
378
iShares MSCI USA Min Vol Factor ETF
USMV
$23.8B
$267K ﹤0.01%
2,767
– –
ROK icon
379
Rockwell Automation
ROK
$46.4B
$266K ﹤0.01%
+538
New +$234K
VB icon
380
Vanguard Morningstar Small-Cap ETF
VB
$78.6B
$259K ﹤0.01%
856
– –
WMS icon
381
Advanced Drainage Systems
WMS
$9.59B
$255K ﹤0.01%
1,625
– –
UNFI icon
382
United Natural Foods
UNFI
$2.68B
$247K ﹤0.01%
5,400
– –
VRTX icon
383
Vertex Pharmaceuticals
VRTX
$131B
$241K ﹤0.01%
485
– –
ICE icon
384
Intercontinental Exchange
ICE
$87.6B
$232K ﹤0.01%
1,887
+14
+0.7% +$2.1K
XT icon
385
iShares Future Exponential Technologies ETF
XT
$3.9B
$227K ﹤0.01%
+2,746
New +$214K
TSM icon
386
TSMC
TSM
$2.14T
$220K ﹤0.01%
+460
New +$187K
CNI icon
387
Canadian National Railway
CNI
$73.6B
$217K ﹤0.01%
+1,820
New +$207K
ENSG icon
388
The Ensign Group
ENSG
$10.1B
$216K ﹤0.01%
1,350
– –
VPL icon
389
Vanguard FTSE Pacific ETF
VPL
$8.55B
$214K ﹤0.01%
+1,850
New +$205K
NZAC icon
390
State Street SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
$195M
$210K ﹤0.01%
+4,573
New +$206K
MLM icon
391
Martin Marietta Materials
MLM
$35.5B
$209K ﹤0.01%
363
– –
ANET icon
392
Arista Networks
ANET
$241B
$209K ﹤0.01%
+1,232
New +$194K
TFC icon
393
Truist Financial
TFC
$61.8B
$201K ﹤0.01%
+4,044
New +$199K
SOLS
394
Solstice Advanced Materials
SOLS
$9.11B
$201K ﹤0.01%
2,271
-401
-15% -$33.1K
SUSA icon
395
iShares ESG Optimized MSCI USA ETF
SUSA
$4.01B
$200K ﹤0.01%
+1,297
New +$192K
VFC icon
396
VF Corp
VFC
$5.04B
$194K ﹤0.01%
11,660
– –
AMPH icon
397
Amphastar Pharmaceuticals
AMPH
$1.01B
– –
-944,789
Closed -$18.5M
CSGS
398
DELISTED
CSG Systems International
CSGS
– –
-2,820
Closed -$225K
FISV
399
Fiserv Inc
FISV
$27.1B
– –
-4,035
Closed -$225K
INGR icon
400
Ingredion
INGR
$6.21B
– –
-1,978
Closed -$223K
13 14 15
16
17

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VLKIM
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BCI
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EIG
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PCM
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WHG
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CRM
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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.