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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
WEC icon
176
WEC Energy
WEC
$33.9B
$20.8M 0.16%
178,268
-16,864
-9% -$1.92M
CL icon
177
Colgate-Palmolive
CL
$69.5B
$20M 0.15%
218,500
+58,190
+36% +$5.09M
AAMI
178
Acadian Asset Management
AAMI
$3.06B
$19.2M 0.15%
268,707
-12,897
-5% -$898K
DFIN icon
179
Donnelley Financial Solutions
DFIN
$1.18B
$18.8M 0.14%
449,160
-17,919
-4% -$781K
OII icon
180
Oceaneering
OII
$4.73B
$18.8M 0.14%
464,819
-54,658
-11% -$2.06M
MRSH
181
Marsh
MRSH
$86.1B
$18.5M 0.14%
111,296
-86,004
-44% -$14.4M
LKFN icon
182
Lakeland Financial Corp
LKFN
$1.51B
$18.1M 0.14%
293,880
-10,062
-3% -$607K
ADBE icon
183
Adobe
ADBE
$103B
$17.9M 0.14%
87,137
-1,558
-2% -$369K
NKE icon
184
Nike
NKE
$53.9B
$17.8M 0.14%
433,233
+92
+0% +$4.05K
EOG icon
185
EOG Resources
EOG
$80B
$17.6M 0.13%
135,768
-16,479
-11% -$2.24M
UTL icon
186
Unitil
UTL
$963M
$17M 0.13%
322,912
-17,279
-5% -$896K
CVX icon
187
Chevron
CVX
$424B
$17M 0.13%
102,538
-3,890
-4% -$724K
APH icon
188
Amphenol
APH
$191B
$16.7M 0.13%
189,968
+179,850
+1,778% +$13M
PNC icon
189
PNC Financial Services
PNC
$96B
$16M 0.12%
64,975
-2,025
-3% -$453K
CHD icon
190
Church & Dwight Co
CHD
$22.3B
$15.8M 0.12%
163,292
-18,620
-10% -$1.78M
SBUX icon
191
Starbucks
SBUX
$110B
$15.8M 0.12%
154,789
-3,815
-2% -$384K
NXPI icon
192
NXP Semiconductors
NXPI
$57.1B
$15.6M 0.12%
+55,669
New +$15.3M
TJX icon
193
TJX Companies
TJX
$137B
$14.5M 0.11%
95,560
-1,459
-2% -$231K
MCD icon
194
McDonald's
MCD
$181B
$13.5M 0.1%
49,991
-391
-0.8% -$112K
MZTI
195
The Marzetti Company
MZTI
$2.75B
$13.3M 0.1%
116,172
-116,424
-50% -$14M
EXLS icon
196
EXL Service
EXLS
$5.55B
$12.8M 0.1%
493,817
-410,408
-45% -$12.1M
TROW icon
197
T. Rowe Price
TROW
$22.2B
$12.5M 0.1%
110,044
-4,806
-4% -$492K
PAYX icon
198
Paychex
PAYX
$42.2B
$12.1M 0.09%
123,381
-26,248
-18% -$2.48M
TER icon
199
Teradyne
TER
$51.3B
$11.9M 0.09%
24,507
-11,234
-31% -$4.24M
HD icon
200
Home Depot
HD
$306B
$11.4M 0.09%
32,395
-1,381
-4% -$449K
6 7
8
9 10

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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.