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
926
$0 ﹤0.01%
3
927
$0 ﹤0.01%
30
-821,882
928
– –
-193,755
929
– –
-125
930
– –
-196
931
– –
-68
932
– –
-26
933
$0 ﹤0.01%
6
934
$0 ﹤0.01%
30
+22
935
– –
-247
936
$0 ﹤0.01%
12
937
– –
-3,340
938
– –
-6
939
$0 ﹤0.01%
+5
940
– –
-854
941
– –
-176,293
942
$0 ﹤0.01%
+9
943
$0 ﹤0.01%
+9
944
$0 ﹤0.01%
6
-6
945
$0 ﹤0.01%
18
946
$0 ﹤0.01%
2
34 35 36 37
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