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
901
$1K ﹤0.01%
39
902
$1K ﹤0.01%
26
+15
903
$1K ﹤0.01%
4
-37
904
$1K ﹤0.01%
34
+23
905
$1K ﹤0.01%
8
906
$1K ﹤0.01%
18
907
$1K ﹤0.01%
19
908
$1K ﹤0.01%
9
-88,502
909
$0 ﹤0.01%
+9
910
$0 ﹤0.01%
+9
911
$0 ﹤0.01%
6
-6
912
$0 ﹤0.01%
18
913
$0 ﹤0.01%
2
914
– –
-63,395
915
– –
-76
916
$0 ﹤0.01%
2
-4
917
$0 ﹤0.01%
1
918
– –
-1,591
919
– –
-2,062
920
$0 ﹤0.01%
+10
921
– –
-650
922
– –
-26
923
$0 ﹤0.01%
6
924
$0 ﹤0.01%
30
+22
925
– –
-247
34 35 36
37
38