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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
CPT icon
101
Camden Property Trust
CPT
$11.2B
$43.2M 0.36%
442,189
-10,049
-2% -$1.07M
LSTR icon
102
Landstar System
LSTR
$5.75B
$43.1M 0.35%
269,134
-35,346
-12% -$5.42M
MAS icon
103
Masco
MAS
$14.2B
$43.1M 0.35%
713,598
+195,509
+38% +$13.2M
ATMU icon
104
Atmus Filtration Technologies
ATMU
$4.22B
$42.6M 0.35%
750,579
-102,898
-12% -$6.08M
GPC icon
105
Genuine Parts
GPC
$17.2B
$42.5M 0.35%
401,604
+122,780
+44% +$15.2M
ADI icon
106
Analog Devices
ADI
$179B
$42.4M 0.35%
133,367
-8,567
-6% -$2.73M
WSM icon
107
Williams-Sonoma
WSM
$27.5B
$42.2M 0.35%
231,277
-46,108
-17% -$9.21M
PAYC icon
108
Paycom
PAYC
$7.53B
$42M 0.35%
345,954
+33,537
+11% +$4.49M
DOX icon
109
Amdocs
DOX
$5.87B
$41.9M 0.34%
642,565
-16,462
-2% -$1.2M
CHKP icon
110
Check Point Software Technologies
CHKP
$13.1B
$41.6M 0.34%
290,923
-57,775
-17% -$9.67M
UNH icon
111
UnitedHealth
UNH
$383B
$41.6M 0.34%
153,581
-1,745
-1% -$520K
DT icon
112
Dynatrace
DT
$12.8B
$41.5M 0.34%
1,122,773
-30,567
-3% -$1.17M
BLD
113
DELISTED
TopBuild
BLD
$40.4M 0.33%
114,957
-32,742
-22% -$14.7M
CPK icon
114
Chesapeake Utilities
CPK
$3.2B
$40.3M 0.33%
318,828
-46,525
-13% -$5.99M
LAMR icon
115
Lamar Advertising Co
LAMR
$16.3B
$39.6M 0.33%
312,311
-7,547
-2% -$989K
BKNG icon
116
Booking.com
BKNG
$150B
$39.3M 0.32%
233,625
+2,375
+1% +$437K
BALL icon
117
Ball Corp
BALL
$17.4B
$39M 0.32%
659,491
+560,734
+568% +$34.1M
FELE icon
118
Franklin Electric
FELE
$4.57B
$38.3M 0.32%
415,952
-158,305
-28% -$15.5M
PBH icon
119
Prestige Consumer Healthcare
PBH
$2.37B
$38.1M 0.31%
643,340
-70,432
-10% -$4.57M
TXRH icon
120
Texas Roadhouse
TXRH
$13.7B
$38.1M 0.31%
230,830
-5,932
-3% -$1.06M
VMI icon
121
Valmont Industries
VMI
$9.2B
$37.5M 0.31%
93,773
-13,266
-12% -$5.79M
BRK.B icon
122
Berkshire Hathaway Class B
BRK.B
$1.1T
$36.7M 0.3%
76,605
-878
-1% -$431K
CUBE icon
123
CubeSmart
CUBE
$9.34B
$36M 0.3%
980,989
-22,195
-2% -$851K
NFLX icon
124
Netflix
NFLX
$305B
$35.6M 0.29%
370,093
+226,903
+158% +$20M
SLGN icon
125
Silgan Holdings
SLGN
$4.34B
$35.5M 0.29%
913,884
-619,895
-40% -$27.2M
3 4
5
6 7

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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.