# Portfolio overlap — GWSZX vs LSSIX

Comparing **AMG GW&K Small Cap Growth Fund** (2026-01-30) and **Loomis Sayles Small Cap Growth Fund** (2026-03-31).

- Shared positions: 21
- AMG GW&K Small Cap Growth Fund covered by Loomis Sayles Small Cap Growth Fund: 0.2205993748509043221235501067
- Loomis Sayles Small Cap Growth Fund covered by AMG GW&K Small Cap Growth Fund: 0.2205993748509043221235501067

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

| Security | Weight | Shared |
|----------|--------|--------|
| SPX TECHNOLOGIES INC | 0.029248 |  |
| ADV ENERGY INDS | 0.026877 | ✓ |
| GRAND CANYON EDUCATION INC | 0.024779 | ✓ |
| RBC BEARINGS INC | 0.022873 | ✓ |
| LUMENTUM HOLDINGS INC | 0.022260 |  |
| FIXED INC CLEARING CORP.REPO | 0.020175 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.020078 | ✓ |
| PJT PARTNERS INC | 0.019958 | ✓ |
| INTERFACE INC | 0.019609 |  |
| VIAVI SOLUTIONS INC | 0.019190 | ✓ |
| MOOG INC-CLASS A | 0.019130 |  |
| POWELL INDUSTRIES INC | 0.018097 |  |
| STERLING INFRASTRUCTURE INC | 0.017986 | ✓ |
| SEMTECH CORP | 0.016741 |  |
| NOVANTA INC | 0.016494 |  |
| HOULIHAN LOKEY I | 0.016403 |  |
| GATES INDUSTRIAL CORP PLC | 0.016129 |  |
| IONIS PHARMACEUTICALS INC | 0.015730 |  |
| TOPBUILD CORP | 0.015628 |  |
| APPLIED INDU TEC | 0.015495 | ✓ |
| ENERPAC TOOL GROUP CORP CL A | 0.015249 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.014491 |  |
| SUPERNUS PHARMACEUTICALS INC | 0.014109 | ✓ |
| KRYSTAL BIOTECH INC | 0.014106 |  |
| AEROVIRONMENT INC | 0.013813 |  |
| CRINETICS PHARMACEUTICALS INC | 0.013710 |  |
| NEOGENOMICS INC | 0.013706 | ✓ |
| INTAPP INC | 0.013601 | ✓ |
| SITEONE LANDSCAPE SUPPLY INC | 0.013477 | ✓ |
| US PHYSICAL THERAPY INC | 0.013417 |  |
| BRIDGEBIO PHARMA INC | 0.013320 |  |
| GLOBUS MEDICAL INC | 0.013071 |  |
| STIFEL FINANCIAL CORP | 0.012888 |  |
| VERICEL CORP | 0.012877 | ✓ |
| VERA THERAPEUTICS INC | 0.012663 |  |
| ULTRAGENYX PHARMA INC | 0.012543 |  |
| PHATHOM PHARMACEUTICALS INC | 0.012430 |  |
| LITHIA MOTORS INC CL A | 0.012353 |  |
| BALCHEM CORP | 0.012231 |  |
| SOLARIS OIL IN-A | 0.012137 |  |
| ATRICURE INC | 0.011957 |  |
| ARTIVION INC | 0.011820 | ✓ |
| BIOCRYST PHARMACEUTICALS INC | 0.011367 |  |
| TRAVERE THERAPEUTICS INC | 0.011295 |  |
| CADRE HOLDINGS I | 0.011162 | ✓ |
| MAGNOLIA OIL and GAS CORPO CL A | 0.011061 | ✓ |
| LEGENCE CORP-A | 0.010671 | ✓ |
| AVIENT CORP | 0.010449 |  |
| AMERIS BANCORP | 0.010402 |  |
| CSW INDUSTRI INC | 0.010226 | ✓ |

## 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 `0000940400-26-012087` (as of 2026-01-30)
  <https://www.sec.gov/Archives/edgar/data/912036/000094040026012087/0000940400-26-012087-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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