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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
SLB icon
201
SLB Ltd
SLB
$72.6B
$12.9M 0.11%
251,084
-5,190
-2% -$252K
PIPR icon
202
Piper Sandler
PIPR
$5.15B
$12.7M 0.1%
+165,609
New +$13.6M
CMCSA icon
203
Comcast
CMCSA
$84B
$12.4M 0.1%
433,139
-494,065
-53% -$14.8M
ORLY icon
204
O'Reilly Automotive
ORLY
$71.3B
$11.3M 0.09%
122,731
– –
HD icon
205
Home Depot
HD
$332B
$11.1M 0.09%
33,776
-206
-0.6% -$75.1K
MSCI icon
206
MSCI
MSCI
$41.9B
$10.9M 0.09%
20,301
-879
-4% -$496K
TER icon
207
Teradyne
TER
$57.2B
$10.6M 0.09%
35,741
-416,012
-92% -$116M
TROW icon
208
T. Rowe Price
TROW
$25.6B
$10.4M 0.09%
114,850
-6,285
-5% -$609K
AWK icon
209
American Water Works
AWK
$27.2B
$9.81M 0.08%
72,104
-692
-1% -$91.5K
VRSK icon
210
Verisk Analytics
VRSK
$26.1B
$9.72M 0.08%
51,214
+7,029
+16% +$1.43M
CNM icon
211
Core & Main
CNM
$8.15B
$9.54M 0.08%
193,193
-2,391
-1% -$129K
AME icon
212
Ametek
AME
$55B
$9M 0.07%
42,000
-2,410
-5% -$536K
PKG icon
213
Packaging Corp of America
PKG
$22.2B
$8.89M 0.07%
41,883
+6,689
+19% +$1.49M
USB icon
214
US Bancorp
USB
$98B
$8.49M 0.07%
163,206
+67,160
+70% +$3.69M
DHR icon
215
Danaher
DHR
$138B
$8.25M 0.07%
43,495
-351
-0.8% -$74.7K
AVGO icon
216
Broadcom
AVGO
$1.85T
$7.62M 0.06%
24,613
-420
-2% -$138K
EMR icon
217
Emerson Electric
EMR
$83.3B
$7.54M 0.06%
57,514
-3,105
-5% -$446K
VTI icon
218
Vanguard Morningstar Total Stock Market ETF
VTI
$657B
$7.51M 0.06%
23,413
+160
+0.7% +$53.7K
AVB icon
219
AvalonBay Communities
AVB
$26.8B
$7.48M 0.06%
45,781
-1,608
-3% -$281K
ABT icon
220
Abbott
ABT
$183B
$7.21M 0.06%
70,256
+22,799
+48% +$2.57M
IEMG icon
221
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$7.06M 0.06%
101,196
+94,607
+1,436% +$6.83M
BRO icon
222
Brown & Brown
BRO
$23.7B
$6.79M 0.06%
104,175
+17,881
+21% +$1.29M
BR icon
223
Broadridge
BR
$17.9B
$6.5M 0.05%
40,029
+9,170
+30% +$1.74M
CMI icon
224
Cummins
CMI
$87.3B
$6.45M 0.05%
11,992
+1,165
+11% +$659K
ULTA icon
225
Ulta Beauty
ULTA
$22.2B
$6.34M 0.05%
12,135
-605
-5% -$385K
7 8
9
10 11

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TWIM
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PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
RCMU
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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.