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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
IBOC icon
51
International Bancshares
IBOC
$4.77B
$73.2M 0.6%
1,087,661
-104,155
-9% -$7.22M
AYI icon
52
Acuity Brands
AYI
$9.99B
$70.8M 0.58%
252,731
+4,324
+2% +$1.31M
AOS icon
53
A.O. Smith
AOS
$8.55B
$69.3M 0.57%
1,050,930
-25,854
-2% -$1.86M
IDA icon
54
Idacorp
IDA
$8B
$68.6M 0.56%
479,611
-47,748
-9% -$6.55M
AXP icon
55
American Express
AXP
$224B
$68.5M 0.56%
226,586
-13,540
-6% -$4.54M
STE icon
56
Steris
STE
$22.9B
$68.1M 0.56%
307,828
-10,445
-3% -$2.56M
CVCO icon
57
Cavco Industries
CVCO
$4.36B
$67.7M 0.56%
139,783
-14,884
-10% -$8.45M
MEDP icon
58
Medpace
MEDP
$16.3B
$67.5M 0.56%
140,610
-7,391
-5% -$3.78M
AFG icon
59
American Financial Group
AFG
$11.9B
$67.1M 0.55%
525,691
+56,046
+12% +$7.28M
CBOE icon
60
Cboe Global Markets
CBOE
$32.2B
$66.1M 0.54%
235,038
-68,634
-23% -$19.1M
EXPD icon
61
Expeditors International
EXPD
$22.3B
$64.8M 0.53%
452,557
-28,886
-6% -$4.39M
NTAP icon
62
NetApp
NTAP
$34B
$64.7M 0.53%
631,452
+142,073
+29% +$14.4M
ON icon
63
ON Semiconductor
ON
$30.7B
$64.3M 0.53%
1,038,146
+871,786
+524% +$54.7M
SYY icon
64
Sysco
SYY
$40.8B
$62.8M 0.52%
880,947
-37,226
-4% -$3.08M
RPM icon
65
RPM International
RPM
$13.8B
$62.7M 0.52%
630,505
-17,283
-3% -$1.87M
NYT icon
66
New York Times
NYT
$12.6B
$62.3M 0.51%
744,238
-253,242
-25% -$19.2M
UFPT icon
67
UFP Technologies
UFPT
$1.97B
$61.4M 0.5%
317,072
+84,396
+36% +$19.5M
PLXS icon
68
Plexus
PLXS
$6.43B
$60M 0.49%
296,479
-42,671
-13% -$8.11M
ATO icon
69
Atmos Energy
ATO
$29.7B
$60M 0.49%
324,927
-18,518
-5% -$3.27M
TEL icon
70
TE Connectivity
TEL
$60B
$59.3M 0.49%
283,522
-3,422
-1% -$755K
PG icon
71
Procter & Gamble
PG
$340B
$59.2M 0.49%
410,015
-10,083
-2% -$1.53M
GWW icon
72
W.W. Grainger
GWW
$64.2B
$58.5M 0.48%
53,656
+1,085
+2% +$1.19M
JKHY icon
73
Jack Henry & Associates
JKHY
$11.4B
$57.6M 0.47%
364,342
-9,019
-2% -$1.54M
NTRS icon
74
Northern Trust
NTRS
$21.8B
$57.6M 0.47%
412,492
-14,620
-3% -$2.1M
KLAC icon
75
KLA
KLAC
$222B
$57.2M 0.47%
388,280
-126,820
-25% -$18.6M
1 2
3
4 5

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TWIM
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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
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TG
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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.