Boston Trust Walden Corp

CIK 0001534866 · Q1 2026

13F Equity AUM

$12.2B

-8.2% QoQ

Positions

388

+5 QoQ

AUM Rank

#581

Top 5%

Skill Alpha (FF)

-0.3%/yr^ns

No Clear Edge

Rank #2,651 · Top 32%

vs S&P -4.1%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 11.7%Top 10: 18.5%Top 20: 28.0%

AAPL3.1%

MSFT3.0%

GOOGL2.0%

GOOG1.8%

JPM1.8%

NVDA1.6%

ATR1.4%

DCI1.3%

HUBB1.3%

JNJ1.2%

Others (378)81.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology21.4%

Industrials17.5%

Financial Services16.6%

Healthcare13.6%

Consumer Cyclical7.9%

Communication Services5.5%

Consumer Defensive5.4%

Energy4.0%

Other8.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 388Median: 0.12%Avg: 0.26%

0–0.5%

321(41.3%)

0.5–1%

55(37.9%)

1–3%

11(17.7%)

3–5%

1(3.1%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 388Unique: 0vs 20 funds

5.3%Low

388

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

BANK OF AMERICA CORP /DE/

8.2%

7.4%

9.6%

12.8%

10.2%

VANGUARD CAPITAL MANAGEMENT LLC

10%

GEODE CAPITAL MANAGEMENT, LLC

9.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

11.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New17Increased78Decreased225Exited12

New Positions

ESAB0.2%

+240K

MMSI0.2%

+277K

EVR0.1%

+61K

AAMI0.1%

+282K

PIPER SANDLER COMPAN…0.1%

+166K

IDXX0.1%

+11K

KEYS0.1%

+22K

HTO0.0%

+83K

AMCOR PLC0.0%

+27K

SOLS0.0%

+3K

Increased

ON0.5%

+872K(+524%)

BALL0.3%

+561K(+568%)

SMPL0.4%

+330K(+10%)

VLTO0.2%

+283K(+1326%)

NFLX0.3%

+227K(+158%)

DIS0.2%

+197K(+2318%)

MAS0.3%

+196K(+38%)

SFM0.7%

+177K(+21%)

NTAP0.5%

+142K(+29%)

GPC0.3%

+123K(+44%)

Decreased

EXLS0.2%

-1,703,811(-65%)

MGY0.8%

-940,179(-23%)

CSGS0.0%

-661,846(-100%)

SLGN0.3%

-619,895(-40%)

CMCSA0.1%

-494,065(-53%)

DCI1.3%

-492,163(-21%)

FUO0.2%

-435,704(-49%)

TER0.1%

-416,012(-92%)

AM0.6%

-274,146(-7%)

ATEN0.4%

-267,388(-11%)

Exited

-348,956

-1,447,475

-2,800

-2,500

-2,096

-3,698

-1,593

-3,931

-835

-1,400

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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