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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
COST icon
26
Costco
COST
$406B
$104M 0.79%
110,811
-1,998
-2% -$1.99M
AYI icon
27
Acuity Brands
AYI
$9.33B
$102M 0.78%
270,642
+17,911
+7% +$5.31M
CB icon
28
Chubb
CB
$132B
$102M 0.77%
298,391
-7,008
-2% -$2.29M
IBOC icon
29
International Bancshares
IBOC
$4.47B
$99.2M 0.76%
1,306,605
+218,944
+20% +$15.9M
CHH icon
30
Choice Hotels
CHH
$4.36B
$99.1M 0.75%
898,930
-31,832
-3% -$3.52M
CVCO icon
31
Cavco Industries
CVCO
$4.11B
$95.7M 0.73%
155,713
+15,930
+11% +$8.46M
NTAP icon
32
NetApp
NTAP
$37.3B
$95.2M 0.72%
615,074
-16,378
-3% -$2.14M
WTRG icon
33
Essential Utilities
WTRG
$11.8B
$94.4M 0.72%
2,463,461
-17,987
-0.7% -$687K
DE icon
34
Deere & Co
DE
$184B
$94.2M 0.72%
148,568
-6,808
-4% -$3.94M
CHE icon
35
Chemed
CHE
$6.67B
$93.7M 0.71%
201,275
-3,922
-2% -$1.65M
STAG icon
36
STAG Industrial
STAG
$7.13B
$92.9M 0.71%
2,440,479
-109,508
-4% -$4.18M
SYK icon
37
Stryker
SYK
$108B
$92.4M 0.7%
293,589
+13,585
+5% +$4.28M
SFM icon
38
Sprouts Farmers Market
SFM
$6.94B
$91.8M 0.7%
1,085,030
+59,675
+6% +$4.83M
ROST icon
39
Ross Stores
ROST
$73.8B
$90.8M 0.69%
426,717
-54,957
-11% -$12.4M
ATEN icon
40
A10 Networks
ATEN
$1.83B
$90.3M 0.69%
2,416,808
+243,547
+11% +$7.07M
ADP icon
41
Automatic Data Processing
ADP
$109B
$89.9M 0.68%
401,279
-7,946
-2% -$1.7M
SNA icon
42
Snap-on
SNA
$19.6B
$89.6M 0.68%
222,681
-3,326
-1% -$1.26M
UFPT icon
43
UFP Technologies
UFPT
$2.16B
$89.2M 0.68%
336,278
+19,206
+6% +$4.17M
IEX icon
44
IDEX
IEX
$16.4B
$88.6M 0.67%
390,195
-62,519
-14% -$13.2M
NDSN icon
45
Nordson
NDSN
$17.3B
$88.5M 0.67%
293,381
-8,380
-3% -$2.38M
SEIC icon
46
SEI Investments
SEIC
$12.8B
$86.9M 0.66%
991,300
-48,431
-5% -$4.22M
HALO icon
47
Halozyme
HALO
$12.2B
$84.8M 0.65%
1,083,062
+403,499
+59% +$27.5M
MEDP icon
48
Medpace
MEDP
$16.6B
$82.4M 0.63%
155,517
+14,907
+11% +$6.88M
UNP icon
49
Union Pacific
UNP
$170B
$81.2M 0.62%
298,657
-11,274
-4% -$2.96M
JLL icon
50
Jones Lang LaSalle
JLL
$15.7B
$81.1M 0.62%
261,620
-6,863
-3% -$2.13M
1
2
3 4 5

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VLKIM
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BCI
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EIG
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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.