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GW&K Investment Management, LLC

CIK:0001082917
Asset Manager
$55B AUM
985 holdings
Boston, MA, United States
Founded:1974
180 employees
Latest filing:Jun 30, 2025

GW&K Investment Management, LLC is a Boston-based investment management firm founded in 1974. The firm employs approximately 180 individuals and manages about $55 billion in assets as of December 31, 2024. GW&K provides active equity and fixed income investment solutions, specializing in municipal bonds, taxable bonds, equity, and multi-asset strategies. The firm serves a diverse client base including institutional investors, financial advisors, private wealth clients, pension plans, endowments, foundations, corporations, private funds, mutual funds, UCITS funds, collective trusts, and ETFs. GW&K operates as an independent entity with a majority equity interest held by Affiliated Managers Group, Inc. (AMG).

Investment Strategy

GW&K specializes in research-driven, active investment management focused on municipal and taxable bonds, equities, and multi-asset portfolios. The firm primarily employs fundamental analysis to evaluate investment opportunities and customizes solutions to client investment objectives. GW&K tailors its strategies to the unique needs of each client and may modify its investment process to accommodate specific restrictions and guidelines. For private wealth clients, the firm offers individualized wealth advisory services including financial planning, asset allocation, and consultation on lifestyle and wealth transfer planning. GW&K emphasizes long-term, risk-aware portfolio construction and disciplined fundamental research across its strategies.

Latest 13F Filing Activity

GW&K Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 976 equity positions with a total 13F market value of $11B. The fund increased holdings in Broadcom Inc., Jabil Inc., Sailpoint Inc. among other positions. GW&K Investment Management, LLC reduced exposure to Silicon Laboratories Inc., Springworks Therapeutics Inc., Toro Co. among others.

Top Buys
A
AVGOBROADCOM INC
+$61.8M
J
JBLJABIL INC
+$61.1M
S
SAILSAILPOINT INC
+$55.6M
F
FIXCOMFORT SYSTEMS USA INC
+$52.1M
M
MTSIMACOM TECHNOLOGY SOLUTIONS H
+$47.4M
Top Sells
S
SLABSILICON LABORATORIES INC
-$75.9M
S
SWTXSPRINGWORKS THERAPEUTICS INC
-$38.1M
T
TTCTORO CO
-$34.8M
H
HXLHEXCEL CORP
-$34.6M
N
NSANATIONAL STORAGE AFFILIATES
-$28.5M

Top Holdings

M
MTSIMACOM TECHNOLOGY SOLUTIONS H
+1.6%$175.4M
R
RBCRBC BEARINGS INC
+1.5%$163.3M
A
AVGOBROADCOM INC
+1.4%$157.7M
M
MSFTMICROSOFT CORP
+1.4%$153.4M
T
TXRHTEXAS ROADHOUSE INC
+1.3%$139.7M

Equity Positions (976)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MACOM TECHNOLOGY SOLUTIONS H1.57%$175.4M1,223,997$52.71$143.29+$47.4M
RBC BEARINGS INC1.46%$163.3M424,383$107.84$384.80+$15.1M
BROADCOM INC1.41%$157.7M572,079$43.61$275.65+$61.8M
MICROSOFT CORP1.37%$153.4M308,349$185.97$497.41+$35.4M
TEXAS ROADHOUSE INC1.25%$139.7M745,202$49.26$187.41-$6.4M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+6.8%
PHARMACEUTICAL PREPARATIONS
+5.2%
STATE COMMERCIAL BANKS
+4.6%
SEMICONDUCTORS & RELATED DEVICES
+4.0%
REAL ESTATE INVESTMENT TRUSTS
+3.5%