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
$10.8B
AUM Growth
-$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,042
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$33M
3
+$32.4M
4
RTX icon
RTX Corp
RTX
+$28.1M
5
PAR icon
PAR Technology
PAR
+$26.3M

Top Sells

1
+$155M
2
+$49.4M
3
+$33.5M
4
CMCO icon
Columbus McKinnon
CMCO
+$32.7M
5
CHX
ChampionX
CHX
+$29.6M

Sector Composition

1 Industrials 17.37%
2 Healthcare 16.24%
3 Technology 16.09%
4 Financials 15.05%
5 Consumer Discretionary 12.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$40K ﹤0.01%
148
+8
527
$40K ﹤0.01%
1,236
-1,449
528
$39K ﹤0.01%
448
+208
529
$39K ﹤0.01%
1,038
+59
530
$37K ﹤0.01%
271
+144
531
$37K ﹤0.01%
606
532
$37K ﹤0.01%
+175
533
$37K ﹤0.01%
84
-1
534
$37K ﹤0.01%
339
+54
535
$37K ﹤0.01%
+190
536
$36K ﹤0.01%
305
+64
537
$36K ﹤0.01%
55
538
$36K ﹤0.01%
81
+57
539
$35K ﹤0.01%
1,034
+662
540
$35K ﹤0.01%
102
-2
541
$35K ﹤0.01%
3,442
+191
542
$35K ﹤0.01%
114
543
$34K ﹤0.01%
1,186
544
$34K ﹤0.01%
142
+25
545
$33K ﹤0.01%
521
+71
546
$33K ﹤0.01%
71
+7
547
$33K ﹤0.01%
572
+118
548
$33K ﹤0.01%
189
+2
549
$33K ﹤0.01%
605
+548
550
$33K ﹤0.01%
123
-41
20 21
22
23 24