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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
IBP icon
126
Installed Building Products
IBP
$5.32B
$37.6M 0.29%
163,550
-9,279
-5% -$2.25M
SXT icon
127
Sensient Technologies
SXT
$5.39B
$37.3M 0.28%
302,440
-16,310
-5% -$1.81M
CVLT icon
128
Commault Systems
CVLT
$5.81B
$37.2M 0.28%
262,147
-7,880
-3% -$846K
CPK icon
129
Chesapeake Utilities
CPK
$3.12B
$37.1M 0.28%
302,719
-16,109
-5% -$2.02M
AOS icon
130
A.O. Smith
AOS
$7.8B
$36.9M 0.28%
587,999
-462,931
-44% -$28.1M
WAT icon
131
Waters Corp
WAT
$40.3B
$36.8M 0.28%
98,204
-7,337
-7% -$2.5M
ATMU icon
132
Atmus Filtration Technologies
ATMU
$3.62B
$36.2M 0.28%
709,764
-40,815
-5% -$2.22M
CWST icon
133
Casella Waste Systems
CWST
$5.79B
$36.1M 0.28%
372,647
-12,138
-3% -$1.04M
ADI icon
134
Analog Devices
ADI
$175B
$35.9M 0.27%
90,386
-42,981
-32% -$17M
UPS icon
135
United Parcel Service
UPS
$87.2B
$35.6M 0.27%
331,498
-11,247
-3% -$1.17M
MTDR icon
136
Matador Resources
MTDR
$7.57B
$35.1M 0.27%
705,982
+6,321
+0.9% +$359K
QCOM icon
137
Qualcomm
QCOM
$192B
$34.2M 0.26%
185,114
-13,832
-7% -$2.59M
LIN icon
138
Linde
LIN
$214B
$33.4M 0.25%
64,410
+1,269
+2% +$643K
MMSI icon
139
Merit Medical Systems
MMSI
$5.2B
$32.8M 0.25%
472,856
+195,647
+71% +$12.9M
TTC icon
140
Toro Company
TTC
$8.78B
$32.7M 0.25%
335,868
-16,855
-5% -$1.57M
BIO icon
141
Bio-Rad Laboratories Class A
BIO
$9.87B
$32.6M 0.25%
111,167
+17,672
+19% +$5.01M
BCPC
142
Balchem Corp
BCPC
$5.32B
$32.3M 0.25%
+191,383
New +$31.8M
PIPR icon
143
Piper Sandler
PIPR
$5.4B
$31.6M 0.24%
437,008
+271,399
+164% +$22M
SRCE icon
144
1st Source
SRCE
$2.1B
$31.6M 0.24%
386,741
+62,664
+19% +$4.68M
BLK icon
145
Blackrock
BLK
$167B
$31.3M 0.24%
32,549
-996
-3% -$1.03M
CATY icon
146
Cathay General Bancorp
CATY
$4.16B
$31M 0.24%
500,057
-25,760
-5% -$1.46M
DHI icon
147
D.R. Horton
DHI
$38.6B
$30.1M 0.23%
185,091
-17,039
-8% -$2.54M
ETN icon
148
Eaton
ETN
$153B
$30.1M 0.23%
70,556
+11,763
+20% +$4.74M
AMGN icon
149
Amgen
AMGN
$206B
$30M 0.23%
82,829
-1,723
-2% -$590K
TMO icon
150
Thermo Fisher Scientific
TMO
$227B
$29.8M 0.23%
59,463
-309
-0.5% -$148K
4 5
6
7 8

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GLA
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VLKIM
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BCI
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EIG
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PCM
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WHG
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CRM
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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.