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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
AZO icon
76
AutoZone
AZO
$49.1B
$56M 0.46%
16,572
+292
+2% +$1.05M
AVY icon
77
Avery Dennison
AVY
$13.4B
$55.9M 0.46%
323,775
-3,648
-1% -$670K
FDS icon
78
Factset
FDS
$9.35B
$55.5M 0.46%
255,804
-24,455
-9% -$5.71M
META icon
79
Meta Platforms (Facebook)
META
$1.37T
$55M 0.45%
96,216
+2,294
+2% +$1.47M
MRK icon
80
Merck
MRK
$321B
$54.5M 0.45%
453,194
-12,424
-3% -$1.43M
EWBC icon
81
East-West Bancorp
EWBC
$17.9B
$54.4M 0.45%
509,624
-13,767
-3% -$1.55M
MKC icon
82
McCormick & Company Non-Voting
MKC
$13.7B
$53.5M 0.44%
1,060,327
-9,108
-0.9% -$580K
MTD icon
83
Mettler-Toledo International
MTD
$27.9B
$52.6M 0.43%
41,696
+482
+1% +$650K
ORCL icon
84
Oracle
ORCL
$367B
$52.6M 0.43%
357,311
-40,131
-10% -$6.52M
SMPL icon
85
Simply Good Foods
SMPL
$918M
$52.2M 0.43%
3,635,464
+330,330
+10% +$5.7M
ZBH icon
86
Zimmer Biomet
ZBH
$18.4B
$51.8M 0.43%
572,928
-63,856
-10% -$5.86M
FFIV icon
87
F5
FFIV
$22.1B
$51.3M 0.42%
177,302
-4,847
-3% -$1.34M
ATEN icon
88
A10 Networks
ATEN
$2.16B
$50.2M 0.41%
2,173,261
-267,388
-11% -$5.23M
LOW icon
89
Lowe's Companies
LOW
$118B
$49.8M 0.41%
210,912
-8,969
-4% -$2.34M
SCI icon
90
Service Corp International
SCI
$11.7B
$49.7M 0.41%
602,753
-14,938
-2% -$1.21M
CRL icon
91
Charles River Laboratories
CRL
$11.3B
$49.2M 0.4%
285,425
-19,452
-6% -$3.61M
ITW icon
92
Illinois Tool Works
ITW
$81.6B
$49M 0.4%
188,364
-2,616
-1% -$712K
AMZN icon
93
Amazon
AMZN
$2.53T
$49M 0.4%
235,323
-45,445
-16% -$10M
IBP icon
94
Installed Building Products
IBP
$6.07B
$45.8M 0.38%
172,829
-57,376
-25% -$17.2M
MSM icon
95
MSC Industrial Direct
MSM
$6.78B
$44.9M 0.37%
486,508
-65,704
-12% -$5.88M
ES icon
96
Eversource Energy
ES
$27.8B
$44.8M 0.37%
646,277
-23,451
-4% -$1.66M
WHD icon
97
Cactus
WHD
$4.97B
$44.5M 0.37%
938,486
-100,230
-10% -$5.26M
MTDR icon
98
Matador Resources
MTDR
$6B
$44.2M 0.36%
699,661
-48,705
-7% -$2.44M
PRGS icon
99
Progress Software
PRGS
$1.65B
$44.1M 0.36%
1,720,324
-149,422
-8% -$5.71M
HALO icon
100
Halozyme
HALO
$9.88B
$43.9M 0.36%
679,563
-102,272
-13% -$7.21M
2 3
4
5 6

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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.