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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
ORLY icon
201
O'Reilly Automotive
ORLY
$69.5B
$11.3M 0.09%
122,706
-25
-0% -$2.28K
USB icon
202
US Bancorp
USB
$96.9B
$10.9M 0.08%
180,181
+16,975
+10% +$951K
AWK icon
203
American Water Works
AWK
$27.7B
$10.5M 0.08%
80,076
+7,972
+11% +$1.02M
KEYS icon
204
Keysight
KEYS
$53.5B
$10.2M 0.08%
29,279
+7,055
+32% +$2.41M
SLB icon
205
SLB Ltd
SLB
$79.8B
$10.2M 0.08%
219,855
-31,229
-12% -$1.67M
PKG icon
206
Packaging Corp of America
PKG
$20.5B
$9.41M 0.07%
39,484
-2,399
-6% -$526K
MSCI icon
207
MSCI
MSCI
$39.9B
$9.33M 0.07%
16,656
-3,645
-18% -$2.13M
VTI icon
208
Vanguard Morningstar Total Stock Market ETF
VTI
$680B
$9.02M 0.07%
24,383
+970
+4% +$347K
CMI icon
209
Cummins
CMI
$73.5B
$8.55M 0.07%
11,987
-5
-0% -$3.29K
EMR icon
210
Emerson Electric
EMR
$81.5B
$8.23M 0.06%
57,463
-51
-0.1% -$7.18K
DHR icon
211
Danaher
DHR
$146B
$8.15M 0.06%
42,778
-717
-2% -$130K
AME icon
212
Ametek
AME
$53.3B
$8.14M 0.06%
33,638
-8,362
-20% -$1.93M
IEMG icon
213
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$8.1M 0.06%
97,805
-3,391
-3% -$270K
ZTS icon
214
Zoetis
ZTS
$30.4B
$7.86M 0.06%
109,387
-12,892
-11% -$1.21M
CNM icon
215
Core & Main
CNM
$7.58B
$7.64M 0.06%
158,281
-34,912
-18% -$1.73M
MKC icon
216
McCormick & Company Non-Voting
MKC
$13.4B
$7.59M 0.06%
150,516
-909,811
-86% -$44.6M
VRSK icon
217
Verisk Analytics
VRSK
$23.9B
$7.55M 0.06%
42,069
-9,145
-18% -$1.61M
AVB
218
DELISTED
AvalonBay Communities
AVB
$7.45M 0.06%
39,485
-6,296
-14% -$1.14M
IWM icon
219
iShares Russell 2000 ETF
IWM
$76.7B
$6.72M 0.05%
22,352
-37,936
-63% -$10.7M
ABBV icon
220
AbbVie
ABBV
$464B
$6.56M 0.05%
26,059
+333
+1% +$71.6K
DGX icon
221
Quest Diagnostics
DGX
$27.2B
$6.45M 0.05%
30,425
+35
+0.1% +$6.87K
ABT icon
222
Abbott
ABT
$176B
$6.33M 0.05%
69,722
-534
-0.8% -$48.7K
VO icon
223
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$5.56M 0.04%
69,010
+3,994
+6% +$310K
BRO icon
224
Brown & Brown
BRO
$22.7B
$5.51M 0.04%
85,939
-18,236
-18% -$1.11M
IDXX icon
225
Idexx Laboratories
IDXX
$40.1B
$5.44M 0.04%
10,335
-310
-3% -$174K
7 8
9
10 11

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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.