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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
SCI icon
101
Service Corp International
SCI
$11.2B
$46.6M 0.35%
613,493
+10,740
+2% +$840K
GPC icon
102
Genuine Parts
GPC
$18.4B
$46M 0.35%
390,165
-11,439
-3% -$1.19M
LOW icon
103
Lowe's Companies
LOW
$111B
$45.3M 0.35%
205,612
-5,300
-3% -$1.2M
MS icon
104
Morgan Stanley
MS
$324B
$45M 0.34%
215,325
+6,604
+3% +$1.31M
ZBH icon
105
Zimmer Biomet
ZBH
$17.8B
$44.6M 0.34%
518,113
-54,815
-10% -$4.81M
HAE icon
106
Haemonetics
HAE
$4.67B
$43.9M 0.33%
585,148
+83,263
+17% +$5.35M
FTNT icon
107
Fortinet
FTNT
$125B
$43.1M 0.33%
280,603
-98,951
-26% -$11.4M
ES icon
108
Eversource Energy
ES
$25.7B
$43M 0.33%
594,733
-51,544
-8% -$3.57M
LII icon
109
Lennox International
LII
$12.7B
$42.8M 0.33%
+74,694
New +$38M
FELE icon
110
Franklin Electric
FELE
$4.33B
$42.6M 0.32%
397,160
-18,792
-5% -$1.89M
PSMT icon
111
Pricesmart
PSMT
$5.27B
$42.2M 0.32%
216,054
-12,150
-5% -$2.03M
WHD icon
112
Cactus
WHD
$4.67B
$41.5M 0.32%
810,622
-127,864
-14% -$7.13M
AVGO icon
113
Broadcom
AVGO
$1.65T
$40.8M 0.31%
107,948
+83,335
+339% +$33.4M
BLD
114
DELISTED
TopBuild
BLD
$40.7M 0.31%
114,907
-50
-0% -$20.6K
CNS icon
115
Cohen & Steers
CNS
$3.81B
$40.7M 0.31%
534,549
-23,884
-4% -$1.69M
BKNG icon
116
Booking.com
BKNG
$132B
$39.8M 0.3%
223,480
-10,145
-4% -$1.73M
EVR icon
117
Evercore
EVR
$10.8B
$39.5M 0.3%
115,831
+54,515
+89% +$18.7M
CUBE icon
118
CubeSmart
CUBE
$8.9B
$39.1M 0.3%
984,196
+3,207
+0.3% +$128K
SIGI icon
119
Selective Insurance
SIGI
$5.33B
$39.1M 0.3%
403,358
-22,105
-5% -$1.91M
SLGN icon
120
Silgan Holdings
SLGN
$4.08B
$38.9M 0.3%
839,511
-74,373
-8% -$2.97M
PAYC icon
121
Paycom
PAYC
$9.87B
$38.5M 0.29%
306,492
-39,462
-11% -$5.15M
VOO icon
122
Vanguard S&P 500 ETF
VOO
$1.04T
$38.4M 0.29%
55,859
+785
+1% +$523K
BRK.B icon
123
Berkshire Hathaway Class B
BRK.B
$1.1T
$38.3M 0.29%
76,587
-18
-0% -$8.65K
CORT icon
124
Corcept Therapeutics
CORT
$12.2B
$38.3M 0.29%
440,264
-22,342
-5% -$1.35M
VSGX icon
125
Vanguard ESG International Stock ETF
VSGX
$6.72B
$37.9M 0.29%
460,280
+62,854
+16% +$4.99M
3 4
5
6 7

Similar funds

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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.