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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
ACLS icon
126
Axcelis
ACLS
$3.97B
$35.2M 0.29%
378,525
-49,211
-12% -$4.36M
CNS icon
127
Cohen & Steers
CNS
$4.2B
$34.9M 0.29%
558,433
-73,670
-12% -$4.81M
COP icon
128
ConocoPhillips
COP
$145B
$34.6M 0.28%
262,373
-28,458
-10% -$3.15M
MS icon
129
Morgan Stanley
MS
$332B
$34.3M 0.28%
208,721
-7,632
-4% -$1.32M
PSMT icon
130
Pricesmart
PSMT
$6.01B
$34.3M 0.28%
228,204
-30,046
-12% -$4.39M
MRSH
131
Marsh
MRSH
$90.9B
$34.2M 0.28%
197,300
-7,355
-4% -$1.32M
UPS icon
132
United Parcel Service
UPS
$88.9B
$33.7M 0.28%
342,745
-26,069
-7% -$2.8M
TTC icon
133
Toro Company
TTC
$8.78B
$33M 0.27%
352,723
-43,182
-11% -$4.07M
VOO icon
134
Vanguard S&P 500 ETF
VOO
$976B
$32.9M 0.27%
55,074
-1,387
-2% -$867K
BLK icon
135
Blackrock
BLK
$169B
$32.3M 0.27%
33,545
-1,541
-4% -$1.62M
MZTI
136
The Marzetti Company
MZTI
$2.92B
$32.2M 0.26%
232,596
-31,090
-12% -$4.95M
SIGI icon
137
Selective Insurance
SIGI
$5.67B
$32.1M 0.26%
425,463
-50,748
-11% -$4.15M
WAT icon
138
Waters Corp
WAT
$37.1B
$31.4M 0.26%
105,541
-6,866
-6% -$2.35M
LIN icon
139
Linde
LIN
$221B
$31.3M 0.26%
63,141
+48,097
+320% +$22.7M
GDDY icon
140
GoDaddy
GDDY
$10.4B
$31.2M 0.26%
377,403
+8,228
+2% +$781K
FTNT icon
141
Fortinet
FTNT
$116B
$31M 0.26%
379,554
+1,508
+0.4% +$122K
CWST icon
142
Casella Waste Systems
CWST
$5.66B
$30.5M 0.25%
384,785
+73,120
+23% +$7.01M
BDX icon
143
Becton Dickinson
BDX
$45.5B
$30.1M 0.25%
191,612
-3,373
-2% -$619K
USPH icon
144
US Physical Therapy
USPH
$1.21B
$30M 0.25%
400,109
-52,205
-12% -$4.28M
AMGN icon
145
Amgen
AMGN
$207B
$29.7M 0.24%
84,552
+12,647
+18% +$4.51M
POWI icon
146
Power Integrations
POWI
$3.45B
$29.6M 0.24%
577,605
-69,139
-11% -$3.17M
TMO icon
147
Thermo Fisher Scientific
TMO
$212B
$29.4M 0.24%
59,772
+15,799
+36% +$8.57M
FCPT icon
148
Four Corners Property Trust
FCPT
$2.78B
$29.3M 0.24%
1,239,360
-154,738
-11% -$3.83M
VSGX icon
149
Vanguard ESG International Stock ETF
VSGX
$6.51B
$28.5M 0.23%
397,426
+52,520
+15% +$3.94M
HRB icon
150
H&R Block
HRB
$5.57B
$28.4M 0.23%
895,236
+118,927
+15% +$4.14M
4 5
6
7 8

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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.