GKIM

GW&K Investment Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 19.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.95B
AUM Growth
-$587M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$58.5M
2
+$32.9M
3
+$26.8M
4
AMGN icon
Amgen
AMGN
+$24.7M
5
SHLS icon
Shoals Technologies Group
SHLS
+$20.8M

Top Sells

1
+$85.3M
2
+$30M
3
+$27.4M
4
WFC icon
Wells Fargo
WFC
+$21.8M
5
SPXC icon
SPX Corp
SPXC
+$18M

Sector Composition

1 Industrials 19.43%
2 Technology 17.3%
3 Healthcare 16.13%
4 Financials 11.9%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.44M 0.02%
193,040
-3,240
302
$2.38M 0.02%
222,955
-4,230
303
$2.31M 0.02%
195,941
-3,820
304
$2.24M 0.02%
37,430
-678
305
$2.21M 0.02%
58,817
-1,088
306
$2.18M 0.02%
169,780
-3,314
307
$2.17M 0.02%
156,979
-3,020
308
$2.01M 0.02%
16,627
+565
309
$1.98M 0.02%
4,641
+1,718
310
$1.95M 0.02%
69,939
-1,198
311
$1.81M 0.02%
261,986
-4,905
312
$1.74M 0.02%
71,173
-1,240
313
$1.69M 0.02%
9,870
+2,083
314
$1.62M 0.02%
25,437
-441
315
$1.59M 0.02%
35,763
-646
316
$1.42M 0.01%
17,476
-1,234
317
$1.37M 0.01%
9,499
-640
318
$1.26M 0.01%
73,520
-8,200
319
$1.09M 0.01%
171,603
-19,600
320
$879K 0.01%
15,338
-181,258
321
$820K 0.01%
11,898
+3,946
322
$809K 0.01%
1,884
+1,877
323
$807K 0.01%
2,138
+337
324
$658K 0.01%
7,576
-400
325
$601K 0.01%
2,950
-95
11 12
13
14 15