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
-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
HAE icon
151
Haemonetics
HAE
$3.85B
$28.3M 0.23%
501,885
-78,765
-14% -$5.13M
APD icon
152
Air Products & Chemicals
APD
$66.8B
$27.8M 0.23%
95,757
-92,496
-49% -$25.5M
DHI icon
153
D.R. Horton
DHI
$40.7B
$27.7M 0.23%
202,130
-21,299
-10% -$3.22M
SXT icon
154
Sensient Technologies
SXT
$5.28B
$27.6M 0.23%
318,750
-46,697
-13% -$4.37M
EXLS icon
155
EXL Service
EXLS
$5.21B
$27.5M 0.23%
904,225
-1,703,811
-65% -$58.8M
DLB icon
156
Dolby
DLB
$4.9B
$27M 0.22%
449,530
-435,704
-49% -$27.6M
VLTO icon
157
Veralto
VLTO
$23.1B
$26.9M 0.22%
304,735
+283,366
+1,326% +$26.9M
CATY icon
158
Cathay General Bancorp
CATY
$4.21B
$26.2M 0.22%
525,817
-76,486
-13% -$3.86M
BIO icon
159
Bio-Rad Laboratories Class A
BIO
$8.74B
$26.1M 0.21%
93,495
+3,657
+4% +$1.05M
QCOM icon
160
Qualcomm
QCOM
$159B
$25.6M 0.21%
198,946
-8,620
-4% -$1.26M
PCTY icon
161
Paylocity
PCTY
$7.32B
$24.4M 0.2%
226,283
+68,330
+43% +$8.38M
THG icon
162
Hanover Insurance
THG
$8.01B
$24.4M 0.2%
140,938
-29,409
-17% -$5.11M
TRNO icon
163
Terreno Realty
TRNO
$7.65B
$24.1M 0.2%
391,725
-56,240
-13% -$3.53M
CRVL icon
164
CorVel
CRVL
$3.03B
$23.8M 0.2%
435,025
-59,127
-12% -$3.4M
IDCC icon
165
InterDigital
IDCC
$7.84B
$23.6M 0.19%
78,203
-61,012
-44% -$20.7M
UMBF icon
166
UMB Financial
UMBF
$11.1B
$23.5M 0.19%
208,003
-29,127
-12% -$3.51M
ESAB icon
167
ESAB
ESAB
$5.32B
$23.2M 0.19%
+239,607
New +$27.8M
COLM icon
168
Columbia Sportswear
COLM
$3.21B
$23.1M 0.19%
420,946
-46,421
-10% -$2.67M
NKE icon
169
Nike
NKE
$62.7B
$22.9M 0.19%
433,141
-5,635
-1% -$342K
EW icon
170
Edwards Lifesciences
EW
$50B
$22.7M 0.19%
282,950
+16,045
+6% +$1.32M
WM icon
171
Waste Management
WM
$90.5B
$22.6M 0.19%
98,451
+91,629
+1,343% +$21.1M
WEC icon
172
WEC Energy
WEC
$35.9B
$22.6M 0.19%
195,132
-2,766
-1% -$311K
SRCE icon
173
1st Source
SRCE
$2.16B
$22.4M 0.18%
324,077
-48,005
-13% -$3.24M
A icon
174
Agilent Technologies
A
$39.2B
$22M 0.18%
193,437
-14,444
-7% -$1.83M
CVX icon
175
Chevron
CVX
$383B
$22M 0.18%
106,428
-10,630
-9% -$1.94M
5 6
7
8 9

Similar funds

TWIM
TIAA Wealth Investment Management New York $13.1B AUM
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

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.