# Portfolio overlap — GWEIX vs LSSIX

Comparing **AMG GW&K Small Cap Core Fund** (2026-03-31) and **Loomis Sayles Small Cap Growth Fund** (2026-03-31).

- Shared positions: 24
- AMG GW&K Small Cap Core Fund covered by Loomis Sayles Small Cap Growth Fund: 0.2530180558253804073589624825
- Loomis Sayles Small Cap Growth Fund covered by AMG GW&K Small Cap Core Fund: 0.2530180558253804073589624824

## AMG GW&K Small Cap Core Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ADV ENERGY INDS | 0.022729 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.021407 | ✓ |
| RBC BEARINGS INC | 0.021279 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.020453 | ✓ |
| SPX TECHNOLOGIES INC | 0.019775 |  |
| ITT INC | 0.017664 |  |
| VIAVI SOLUTIONS INC | 0.017387 | ✓ |
| SUPERNUS PHARMACEUTICALS INC | 0.017274 | ✓ |
| SKYLINE CHAMPION CORP | 0.016216 |  |
| GLOBUS MEDICAL INC | 0.016083 |  |
| MATADOR RESOURCES COMPANY | 0.014948 |  |
| FIXED INC CLEARING CORP.REPO | 0.014453 |  |
| NORTHWESTERN ENERGY GROUP INC | 0.014209 |  |
| STAG INDUSTRIAL INC CL A | 0.014164 |  |
| PATRICK INDUSTRIES INC | 0.013882 | ✓ |
| SOLARIS OIL IN-A | 0.013835 |  |
| AVIENT CORP | 0.013665 |  |
| STIFEL FINANCIAL CORP | 0.013660 |  |
| NOVANTA INC | 0.013548 |  |
| DUCOMMUN INC | 0.013512 | ✓ |
| AMERIS BANCORP | 0.013412 |  |
| MAGNOLIA OIL and GAS CORPO CL A | 0.013168 | ✓ |
| SEACOAST BANKING CORP FLORIDA | 0.012949 |  |
| CSW INDUSTRI INC | 0.012624 | ✓ |
| VERACYTE INC | 0.012603 |  |
| SEMTECH CORP | 0.012527 |  |
| CENTRAL GARDEN and PET CO CL A | 0.012375 |  |
| HALOZYME THERAPEUTICS INC | 0.012332 |  |
| BALCHEM CORP | 0.012267 |  |
| HOULIHAN LOKEY I | 0.012161 |  |
| GRAND CANYON EDUCATION INC | 0.012107 | ✓ |
| CATHAY GENERAL BANCORP | 0.012050 |  |
| IDACORP INC | 0.011763 |  |
| LEGENCE CORP-A | 0.011752 | ✓ |
| UMB FINANCIAL CORP | 0.011735 |  |
| CADRE HOLDINGS I | 0.011628 | ✓ |
| RYMAN HOSPITALITY PPTYS INC | 0.011628 |  |
| CHORD ENERGY CORP | 0.011269 |  |
| ENERPAC TOOL GROUP CORP CL A | 0.011135 |  |
| BRIDGEBIO PHARMA INC | 0.011071 |  |
| NATL HEALTH INV | 0.010895 |  |
| VITA COCO CO INC/THE | 0.010259 | ✓ |
| HEALTHEQUITY INC | 0.009956 | ✓ |
| TEXAS ROADHOUSE INC | 0.009952 | ✓ |
| AGIOS PHARMACEUTICALS INC | 0.009930 |  |
| HORACE MANN EDUCATORS CORP | 0.009880 |  |
| BIOCRYST PHARMACEUTICALS INC | 0.009779 |  |
| FED SIGNAL CORP | 0.009759 |  |
| PRIMORIS SVCS CORP | 0.009687 |  |
| LIGAND PHARMACEUTICALS | 0.009581 | ✓ |

## Loomis Sayles Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ESCO TECHNOLOGIES INC | 0.024565 |  |
| RBC BEARINGS INC | 0.022478 | ✓ |
| ADV ENERGY INDS | 0.020944 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.020811 | ✓ |
| LIGAND PHARMACEUTICALS | 0.020470 | ✓ |
| ATI INC | 0.019652 |  |
| STERLING INFRASTRUCTURE INC | 0.019112 | ✓ |
| CONSTRUCTION PARTNERS INC CL A | 0.017480 |  |
| AAR CORP | 0.016739 |  |
| FIXED INC CLEARING CORP.REPO | 0.015539 |  |
| OCEANEERING INTL | 0.015123 |  |
| ESTABLISHMENT LABS HOLDINGS INC | 0.015052 |  |
| VITA COCO CO INC/THE | 0.014924 | ✓ |
| OSI SYSTEMS INC | 0.014763 |  |
| EVERUS CONSTRUCTION GROUP INC | 0.014761 |  |
| PATRICK INDUSTRIES INC | 0.014519 | ✓ |
| MYR GROUP INC/DELAWARE | 0.013942 |  |
| MERCURY SYSTEMS INC | 0.013676 |  |
| MAREX GROUP PLC | 0.013317 |  |
| MAGNOLIA OIL and GAS CORPO CL A | 0.013025 | ✓ |
| LIFE TIME GROUP HOLDINGS INC | 0.013019 |  |
| ONESPAWORLD HOLDINGS LTD | 0.012891 |  |
| ARCOSA INC | 0.012867 |  |
| HEXCEL CORPORATION | 0.012809 |  |
| SUPERNUS PHARMACEUTICALS INC | 0.012771 | ✓ |
| MIRUM PHARMACEUTICALS INC | 0.012748 |  |
| AXSOME THERAPEUTICS INC | 0.012590 |  |
| ALKERMES PLC | 0.012490 |  |
| ENSIGN GROUP INC | 0.012058 |  |
| PJT PARTNERS INC | 0.011989 |  |
| CALIX NETWORKS INC | 0.011960 |  |
| PIPER SANDLER CO | 0.011920 |  |
| EXTREME NETWORKS INC | 0.011901 |  |
| HEALTHEQUITY INC | 0.011794 | ✓ |
| RHYTHM PHARMACEUTICALS INC | 0.011741 |  |
| CACTUS INC CL A | 0.011603 |  |
| VIAVI SOLUTIONS INC | 0.011373 | ✓ |
| GRAND CANYON EDUCATION INC | 0.011281 | ✓ |
| RADNET INC | 0.011135 |  |
| CASELLA WASTE SYS INC CL A | 0.010749 |  |
| ARTIVION INC | 0.010428 | ✓ |
| RAMBUS INC | 0.010396 |  |
| GUARDIAN PHARMACY SERVICES INC | 0.010200 |  |
| YETI HOLDINGS INC | 0.010190 |  |
| MIRION TECHNOLOGIES INC-A | 0.010040 |  |
| BOOT BARN HOLDINGS INC | 0.009802 | ✓ |
| HURON CONSULTING GROUP INC | 0.009632 |  |
| XENON PHARMACEUTICALS INC | 0.009537 |  |
| MODINE MFG CO | 0.009481 |  |
| FB FINANCIAL CORP | 0.009339 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022972` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1089951/000094040026022972/0000940400-26-022972-index.htm>
- N-PORT (fund B) — accession `0001410368-26-056145` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/872649/000141036826056145/0001410368-26-056145-index.htm>

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