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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
-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
DFIN icon
176
Donnelley Financial Solutions
DFIN
$1.17B
$22M 0.18%
467,079
-52,829
-10% -$2.59M
EOG icon
177
EOG Resources
EOG
$77.5B
$22M 0.18%
152,247
-16,275
-10% -$1.98M
ADBE icon
178
Adobe
ADBE
$98.5B
$21.6M 0.18%
88,695
+21,475
+32% +$5.95M
CVLT icon
179
Commault Systems
CVLT
$4.82B
$21M 0.17%
270,027
+24,094
+10% +$2.29M
ETN icon
180
Eaton
ETN
$150B
$21M 0.17%
58,793
+55,252
+1,560% +$19.7M
DIS icon
181
Walt Disney
DIS
$167B
$19.8M 0.16%
205,300
+196,810
+2,318% +$20.8M
MMSI icon
182
Merit Medical Systems
MMSI
$4.97B
$19.1M 0.16%
+277,209
New +$21.7M
CORT icon
183
Corcept Therapeutics
CORT
$12.8B
$18.6M 0.15%
462,606
-65,020
-12% -$2.43M
AMPH icon
184
Amphastar Pharmaceuticals
AMPH
$899M
$18.5M 0.15%
944,789
-142,477
-13% -$3.49M
OII icon
185
Oceaneering
OII
$4.74B
$18.4M 0.15%
519,477
-12,702
-2% -$411K
EVR icon
186
Evercore
EVR
$12.1B
$18.3M 0.15%
+61,316
New +$20.1M
UTL icon
187
Unitil
UTL
$980M
$17.8M 0.15%
340,191
-45,041
-12% -$2.31M
LKFN icon
188
Lakeland Financial Corp
LKFN
$1.56B
$17.4M 0.14%
303,942
-40,377
-12% -$2.37M
CHD icon
189
Church & Dwight Co
CHD
$23.1B
$17M 0.14%
181,912
-10,221
-5% -$983K
MCD icon
190
McDonald's
MCD
$191B
$15.7M 0.13%
50,382
-1,313
-3% -$418K
TJX icon
191
TJX Companies
TJX
$176B
$15.5M 0.13%
97,019
-640
-0.7% -$99.7K
AAMI
192
Acadian Asset Management
AAMI
$2.99B
$15.3M 0.13%
+281,604
New +$14.8M
IWM icon
193
iShares Russell 2000 ETF
IWM
$80.2B
$15M 0.12%
60,288
-62,517
-51% -$16.1M
ZTS icon
194
Zoetis
ZTS
$31.9B
$14.5M 0.12%
122,279
-12,923
-10% -$1.6M
SBUX icon
195
Starbucks
SBUX
$121B
$14.2M 0.12%
158,604
-11,040
-7% -$1.04M
PNC icon
196
PNC Financial Services
PNC
$99.2B
$13.9M 0.11%
67,000
-1,305
-2% -$284K
LRCX icon
197
Lam Research
LRCX
$373B
$13.9M 0.11%
64,950
+62,990
+3,214% +$14.1M
PAYX icon
198
Paychex
PAYX
$41.4B
$13.8M 0.11%
149,629
-6,134
-4% -$607K
CL icon
199
Colgate-Palmolive
CL
$73.3B
$13.7M 0.11%
160,310
-9,808
-6% -$874K
LULU icon
200
lululemon athletica
LULU
$13.6B
$13.5M 0.11%
88,335
-21,351
-19% -$3.83M
6 7
8
9 10

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PFPG
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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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TG
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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.