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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
ALL icon
376
Allstate
ALL
$68B
$237K ﹤0.01%
1,144
– –
VGK icon
377
Vanguard FTSE Europe ETF
VGK
$30.7B
$227K ﹤0.01%
+2,750
New +$236K
CSGS
378
DELISTED
CSG Systems International
CSGS
$225K ﹤0.01%
2,820
-661,846
-100% -$52.7M
FISV
379
Fiserv Inc
FISV
$28.8B
$225K ﹤0.01%
4,035
– –
VB icon
380
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$224K ﹤0.01%
856
– –
VCIT icon
381
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$223K ﹤0.01%
2,697
+120
+5% +$10K
INGR icon
382
Ingredion
INGR
$6.27B
$223K ﹤0.01%
1,978
-63
-3% -$7.23K
WMS icon
383
Advanced Drainage Systems
WMS
$10.6B
$223K ﹤0.01%
1,625
-350
-18% -$54.2K
VRTX icon
384
Vertex Pharmaceuticals
VRTX
$121B
$217K ﹤0.01%
485
– –
MLM icon
385
Martin Marietta Materials
MLM
$31.5B
$214K ﹤0.01%
363
– –
SNDK
386
Sandisk
SNDK
$180B
$212K ﹤0.01%
+333
New +$188K
SOLS
387
Solstice Advanced Materials
SOLS
$9.56B
$204K ﹤0.01%
+2,672
New +$183K
VFC icon
388
VF Corp
VFC
$5.63B
$198K ﹤0.01%
11,660
– –
AIG icon
389
American International
AIG
$41.7B
– –
-2,500
Closed -$214K
AKAM icon
390
Akamai
AKAM
$16.7B
– –
-348,956
Closed -$30.4M
CMA
391
DELISTED
Comerica
CMA
– –
-2,800
Closed -$243K
FSLR icon
392
First Solar
FSLR
$22.7B
– –
-835
Closed -$218K
GPK icon
393
Graphic Packaging
GPK
$3.17B
– –
-1,447,475
Closed -$21.8M
GSLC icon
394
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
– –
-1,593
Closed -$211K
MANH icon
395
Manhattan Associates
MANH
$11.2B
– –
-1,400
Closed -$243K
NVS icon
396
Novartis
NVS
$297B
– –
-2,096
Closed -$289K
OTIS icon
397
Otis Worldwide
OTIS
$27.4B
– –
-3,698
Closed -$323K
ROK icon
398
Rockwell Automation
ROK
$53.4B
– –
-538
Closed -$209K
VGSH icon
399
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
– –
-3,931
Closed -$231K
SOLV icon
400
Solventum
SOLV
$14.8B
– –
-2,774
Closed -$220K
12 13 14 15
16

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PFPG
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RCMU
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EPFB
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NMIFOAC
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AAMU
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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.