GKIM

GW&K Investment Management Portfolio holdings

AUM $11.3B
1-Year Est. Return 17.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.79%
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
+$58.9M
2
+$40.1M
3
+$26.6M
4
MRK icon
Merck
MRK
+$25.6M
5
IEX icon
IDEX
IEX
+$18.8M

Top Sells

1
+$79.8M
2
+$28.8M
3
+$20.6M
4
HLIO icon
Helios Technologies
HLIO
+$19.4M
5
SPXC icon
SPX Corp
SPXC
+$18.2M

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
901
$1K ﹤0.01%
5
+3
902
$1K ﹤0.01%
143
903
$1K ﹤0.01%
21
+14
904
$1K ﹤0.01%
39
905
$1K ﹤0.01%
26
+15
906
$1K ﹤0.01%
4
-37
907
$1K ﹤0.01%
15
-40
908
$1K ﹤0.01%
4
+1
909
– –
-63,395
910
– –
-76
911
$0 ﹤0.01%
2
-4
912
$0 ﹤0.01%
1
913
– –
-1,591
914
– –
-2,062
915
$0 ﹤0.01%
+10
916
– –
-650
917
– –
-27
918
– –
-92
919
$0 ﹤0.01%
5
-1
920
$0 ﹤0.01%
4
921
– –
-3,000
922
$0 ﹤0.01%
+26
923
$0 ﹤0.01%
5
924
– –
-3,550
925
– –
-171
34 35 36
37
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