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BTW

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
CHH icon
26
Choice Hotels
CHH
$5.21B
$96.3M 0.79%
930,762
-60,643
-6% -$6.31M
CBSH icon
27
Commerce Bancshares
CBSH
$8.65B
$95.2M 0.78%
1,934,136
-150,492
-7% -$7.81M
OGS icon
28
ONE Gas
OGS
$5.09B
$93.6M 0.77%
1,086,259
-17,473
-2% -$1.45M
JAZZ icon
29
Jazz Pharmaceuticals
JAZZ
$16.2B
$92.4M 0.76%
488,661
+94,750
+24% +$16.6M
SYK icon
30
Stryker
SYK
$135B
$92M 0.76%
280,004
-1,797
-0.6% -$645K
STAG icon
31
STAG Industrial
STAG
$7.54B
$92M 0.76%
2,549,987
-263,193
-9% -$9.98M
BJ icon
32
BJs Wholesale Club
BJ
$12.8B
$89.8M 0.74%
912,392
-11,897
-1% -$1.15M
QLYS icon
33
Qualys
QLYS
$4.79B
$88.8M 0.73%
1,010,376
-93,512
-8% -$10.4M
DE icon
34
Deere & Co
DE
$168B
$87.5M 0.72%
155,376
-7,448
-5% -$4.2M
IEX icon
35
IDEX
IEX
$17.2B
$85.8M 0.71%
452,714
-9,989
-2% -$1.97M
ADP icon
36
Automatic Data Processing
ADP
$110B
$83.1M 0.68%
409,225
-8,933
-2% -$2.05M
COO icon
37
Cooper Companies
COO
$14.2B
$82.9M 0.68%
1,159,562
-77,917
-6% -$6.16M
ALLE icon
38
Allegion
ALLE
$13.5B
$82.3M 0.68%
566,792
+42,660
+8% +$6.8M
SNA icon
39
Snap-on
SNA
$21.4B
$82.1M 0.68%
226,007
+8,254
+4% +$3.06M
JLL icon
40
Jones Lang LaSalle
JLL
$16.1B
$81.7M 0.67%
268,483
-7,740
-3% -$2.5M
SEIC icon
41
SEI Investments
SEIC
$12.3B
$81.6M 0.67%
1,039,731
-45,059
-4% -$3.71M
BMI icon
42
Badger Meter
BMI
$3.82B
$80.8M 0.66%
530,169
+22,477
+4% +$3.53M
PEP icon
43
PepsiCo
PEP
$198B
$80.5M 0.66%
518,122
-33,488
-6% -$5.22M
NDSN icon
44
Nordson
NDSN
$16.7B
$80.3M 0.66%
301,761
-47,413
-14% -$13.1M
ACN icon
45
Accenture
ACN
$104B
$79.5M 0.65%
401,133
-19,742
-5% -$4.6M
SFM icon
46
Sprouts Farmers Market
SFM
$7.56B
$79.1M 0.65%
1,025,355
+176,859
+21% +$13.2M
AM icon
47
Antero Midstream
AM
$10.3B
$78.2M 0.64%
3,431,551
-274,146
-7% -$5.66M
CHE icon
48
Chemed
CHE
$7.15B
$77.5M 0.64%
205,197
-16,044
-7% -$6.87M
LECO icon
49
Lincoln Electric
LECO
$14.4B
$76.2M 0.63%
305,870
+2,115
+0.7% +$566K
UNP icon
50
Union Pacific
UNP
$174B
$75.2M 0.62%
309,931
-12,354
-4% -$3.02M
1
2
3 4 5

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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
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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.