Fund HoldingsGW&K Investment Management, LLC

Total Portfolio Value
$11.68M
Total Bought
$1.23M
Total Sold
$1.16M
Net Transaction
+$65.3K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
UMB FINANCIAL CORP(UMBF)334,083653,498+319,41528690.59%+41
NATERA INC(NTRA)0370,993+370,9930470.40%+47
FERGUSON ENTERPRISES INC(FERG)0177,789+177,7890350.30%+35
TRI POINTE HOMES INC
COM
01,934,502+1,934,5020880.75%+88
INSMED INC(INSM)761,7321,153,515+391,78351840.72%+33
SITEONE LANDSCAPE SUPPLY INC(SITE)0578,865+578,8650870.75%+87
INDEPENDENCE REALTY TRUST IN(IRT)01,632,131+1,632,1310330.29%+33
GROUP 1 AUTOMOTIVE INC(GPI)0171,964+171,9640660.56%+66
STERLING INFRASTRUCTURE INC(STRL)213,317351,187+137,87025510.44%+26
APPLE INC(AAPL)0119,779+119,7790280.24%+28
EAGLE MATERIALS INC(EXP)0320,168+320,1680920.79%+92
INTERNATIONAL PAPER CO(IP)0467,354+467,3540230.20%+23
TANDEM DIABETES CARE INC(TNDM)1,343,1111,799,814+456,70354760.65%+22
SCHNEIDER NATIONAL INC-CL B(SNDR)1,289,4701,829,338+539,86831520.45%+21
CRINETICS PHARMACEUTICALS IN(CRNX)0732,892+732,8920370.32%+37
DORMAN PRODUCTS INC(DORM)0588,170+588,1700670.57%+67
ITT INC(ITT)0865,016+865,01601291.11%+129
COMFORT SYSTEMS USA INC(FIX)0242,232+242,2320950.81%+95
PIPER SANDLER COS388,962384,011-4,951901090.93%+19
LA-Z-BOY INC(LZB)0453,144+453,1440190.17%+19
EQUIFAX INC(EFX)066,055+66,0550190.17%+19
HEALTHPEAK PROPERTIES INC(DOC)1,029,4651,716,132+686,66720390.34%+19
ENTERGY CORP(ETR)199,846304,971+105,12521400.34%+19
JPMORGAN CHASE & CO(JPM)118,279201,374+83,09524420.36%+19
SIMPSON MANUFACTURING CO INC(SSD)163,417240,154+76,73728460.39%+18
PERFORMANCE FOOD GROUP CO(PFGC)01,353,482+1,353,48201060.91%+106
VERACYTE INC(VCYT)01,429,198+1,429,1980490.42%+49
PINNACLE FINANCIAL PARTNERS0922,614+922,6140900.77%+90
MANHATTAN ASSOCIATES INC(MANH)376,371390,557+14,186931100.94%+17
CORPAY INC(CPAY)051,338+51,3380160.14%+16
BRADY CORPORATION - CL A(BRC)0206,041+206,0410160.14%+16
PAYLOCITY HOLDING CORP(PCTY)0378,817+378,8170620.53%+62
MARTIN MARIETTA MATERIALS(MLM)028,085+28,0850150.13%+15
VERRA MOBILITY CORP0522,340+522,3400150.12%+15
PHATHOM PHARMACEUTICALS INC01,126,083+1,126,0830200.17%+20
INTAPP INC(INTA)1,493,4211,425,710-67,71155680.58%+13
RBC BEARINGS INC(RBC)0470,842+470,84201411.21%+141
ZEBRA TECHNOLOGIES CORP-CL A(ZBRA)182,788187,382+4,59456690.59%+13
AGREE REALTY CORP1,080,2521,051,208-29,04467790.68%+12
CHAMPION HOMES INC(SKY)0489,103+489,1030460.40%+46
ATRICURE INC(ATRC)01,019,018+1,019,0180290.24%+29
HOULIHAN LOKEY INC(HLI)436,006443,000+6,99459700.60%+11
CYBERARK SOFTWARE LTD/ISRAEL441,149450,552+9,4031211311.12%+11
PROFICIENT AUTO LOGISTICS IN0738,815+738,8150100.09%+10
GLOBANT SA
COM
0369,950+369,9500730.63%+73
EXPONENT INC(EXPO)562,208552,770-9,43853640.55%+10
BIO-RAD LABORATORIES-A0145,232+145,2320490.42%+49
ENBRIDGE INC(ENB)0957,395+957,3950390.33%+39
GLACIER BANCORP INC(GBCI)01,340,742+1,340,7420610.52%+61
NORDSON CORP(NDSN)0301,941+301,9410790.68%+79
ICU MEDICAL INC(ICUI)163,533160,378-3,15519290.25%+10
ACADIA HEALTHCARE CO INC(ACHC)01,007,281+1,007,2810640.55%+64
BURLINGTON STORES INC(BURL)286,043296,849+10,80669780.67%+10
RPM INTERNATIONAL INC(RPM)0601,734+601,7340730.62%+73
MARKETAXESS HOLDINGS INC(MKTX)0141,913+141,9130360.31%+36
FIRST WATCH RESTAURANT GROUP01,195,669+1,195,6690190.16%+19
REVOLVE GROUP INC(RVLV)0989,517+989,5170250.21%+25
ULTRAGENYX PHARMACEUTICAL IN(RARE)406,519466,569+60,05017260.22%+9
ALLY FINANCIAL INC(ALLY)575,828897,507+321,67923320.27%+9
STIFEL FINANCIAL CORP(SF)1,285,1521,247,465-37,6871081171.00%+9
SHARKNINJA INC(SN)248,650251,850+3,20019270.23%+9
AVIENT CORP(AVNT)01,317,680+1,317,6800660.57%+66
TREX COMPANY INC(TREX)0126,795+126,795080.07%+8
BALDWIN INSURANCE GROUP INC/(BWIN)686,528658,250-28,27824330.28%+8
AMERIS BANCORP(ABCB)0845,488+845,4880530.45%+53
PATRICK INDUSTRIES INC(PATK)0286,311+286,3110410.35%+41
PHILIP MORRIS INTERNATIONAL(PM)434,489428,255-6,23444520.44%+8
UNITEDHEALTH GROUP INC(UNH)0109,215+109,2150640.55%+64
API GROUP CORP(APG)1,721,1852,198,483+477,29865730.62%+8
GATES INDUSTRIAL CORP PLC
ORD SHS
4,018,0624,057,405+39,34364710.61%+8
SUN COMMUNITIES INC(SUI)0425,307+425,3070570.49%+57
ABBVIE INC(ABBV)0320,781+320,7810630.54%+63
ABBOTT LABORATORIES267,079308,083+41,00428350.30%+7
CAVCO INDUSTRIES INC(CVCO)0186,784+186,7840800.68%+80
ADVANCED ENERGY INDUSTRIES236,021312,520+76,49926330.28%+7
NORTHWESTERN ENERGY GROUP IN(NWE)0686,113+686,1130390.34%+39
SILGAN HOLDINGS INC(SLGN)0861,983+861,9830450.39%+45
IDEX CORP(IEX)0371,842+371,8420800.68%+80
THERMO FISHER SCIENTIFIC INC(TMO)039,143+39,1430240.21%+24
VOYA FINANCIAL INC(VOYA)01,004,940+1,004,9400800.68%+80
APTARGROUP INC0288,400+288,4000460.40%+46
VIAVI SOLUTIONS INC(VIAV)03,591,758+3,591,7580320.28%+32
DANAHER CORP(DHR)63,48881,529+18,04116230.19%+7
INTRA-CELLULAR THERAPIES INC01,394,196+1,394,19601020.87%+102
FIDELITY NATIONAL FINANCIAL(FNF)0542,159+542,1590340.29%+34
AMERICAN TOWER CORP(AMT)0176,875+176,8750410.35%+41
ESSENTIAL UTILITIES INC(WTRG)610,522750,353+139,83123290.25%+6
CACI INTERNATIONAL INC -CL A(CACI)44,29349,923+5,63019250.22%+6
CADRE HOLDINGS INC(CDRE)0158,692+158,692060.05%+6
EASTGROUP PROPERTIES INC(EGP)0306,415+306,4150570.49%+57
HOME DEPOT INC(HD)0103,945+103,9450420.36%+42
UFP INDUSTRIES INC(UFPI)0409,799+409,7990540.46%+54
TYLER TECHNOLOGIES INC(TYL)23,51330,088+6,57512180.15%+6
VIPER ENERGY INC(VNOM)0806,163+806,1630360.31%+36
BRIGHT HORIZONS FAMILY SOLUT(BFAM)0449,777+449,7770630.54%+63
SPX TECHNOLOGIES INC0510,780+510,7800810.70%+81
BOOZ ALLEN HAMILTON HOLDINGS0458,082+458,0820750.64%+75
ATLANTIC UNION BANKSHARES CO(AUB)01,244,200+1,244,2000470.40%+47
IDEXX LABORATORIES INC(IDXX)035,328+35,3280180.15%+18
IDACORP INC(IDA)0724,767+724,7670750.64%+75
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