We are live on ! Find out more
BTW

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
DIS icon
151
Walt Disney
DIS
$184B
$29.6M 0.23%
307,708
+102,408
+50% +$10.4M
THG icon
152
Hanover Insurance
THG
$8.05B
$29.6M 0.23%
138,180
-2,758
-2% -$522K
WST icon
153
West Pharmaceutical
WST
$25.2B
$29.2M 0.22%
+81,231
New +$24.8M
FCPT icon
154
Four Corners Property Trust
FCPT
$2.61B
$29.1M 0.22%
1,186,675
-52,685
-4% -$1.31M
PBH icon
155
Prestige Consumer Healthcare
PBH
$2.25B
$28.8M 0.22%
609,949
-33,391
-5% -$1.72M
LRCX icon
156
Lam Research
LRCX
$338B
$28.8M 0.22%
66,424
+1,474
+2% +$447K
BDX icon
157
Becton Dickinson
BDX
$49.6B
$28.3M 0.22%
186,840
-4,772
-2% -$714K
UMBF icon
158
UMB Financial
UMBF
$10.6B
$28.3M 0.22%
197,886
-10,117
-5% -$1.3M
APD icon
159
Air Products & Chemicals
APD
$64.3B
$27M 0.21%
92,264
-3,493
-4% -$1.02M
GDDY icon
160
GoDaddy
GDDY
$13B
$26.9M 0.21%
317,194
-60,209
-16% -$5.08M
NFLX icon
161
Netflix
NFLX
$323B
$26.8M 0.2%
374,910
+4,817
+1% +$424K
COP icon
162
ConocoPhillips
COP
$167B
$26.6M 0.2%
255,905
-6,468
-2% -$767K
USPH icon
163
US Physical Therapy
USPH
$1.2B
$26.2M 0.2%
381,125
-18,984
-5% -$1.29M
CRVL icon
164
CorVel
CRVL
$3.58B
$25.9M 0.2%
415,013
-20,012
-5% -$1.17M
HRB icon
165
H&R Block
HRB
$5.62B
$25.7M 0.2%
673,795
-221,441
-25% -$7.72M
A icon
166
Agilent Technologies
A
$41.9B
$24.9M 0.19%
187,730
-5,707
-3% -$695K
COLM icon
167
Columbia Sportswear
COLM
$2.89B
$24.7M 0.19%
399,277
-21,669
-5% -$1.34M
TRNO icon
168
Terreno Realty
TRNO
$7.1B
$24.2M 0.18%
373,695
-18,030
-5% -$1.18M
SMPL icon
169
Simply Good Foods
SMPL
$873M
$23.7M 0.18%
1,787,765
-1,847,699
-51% -$22.8M
EW icon
170
Edwards Lifesciences
EW
$49.1B
$23.3M 0.18%
257,222
-25,728
-9% -$2.16M
PCTY icon
171
Paylocity
PCTY
$7.81B
$22.9M 0.17%
218,657
-7,626
-3% -$812K
ESAB icon
172
ESAB
ESAB
$4.22B
$22.8M 0.17%
231,321
-8,286
-3% -$801K
DLB icon
173
Dolby
DLB
$5.7B
$22.7M 0.17%
432,590
-16,940
-4% -$972K
WM icon
174
Waste Management
WM
$87.3B
$22.2M 0.17%
99,480
+1,029
+1% +$229K
COO icon
175
Cooper Companies
COO
$10.2B
$21.3M 0.16%
296,702
-862,860
-74% -$56.4M
5 6
7
8 9

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.