# Portfolio overlap — JSECX vs ACWDX

Comparing **JPMorgan Small Cap Equity Fund** (2026-03-31) and **AMG GW&K Small/Mid Cap Growth Fund** (2026-01-30).

- Shared positions: 21
- JPMorgan Small Cap Equity Fund covered by AMG GW&K Small/Mid Cap Growth Fund: 0.1700302258437241026336812420
- AMG GW&K Small/Mid Cap Growth Fund covered by JPMorgan Small Cap Equity Fund: 0.1700302258437241026336812419

## JPMorgan Small Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Prime Money Market Fund, IM Shares | 0.027764 |  |
| JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.026752 |  |
| ELEMENT SOLUTIONS INC | 0.016085 |  |
| HAYWARD HOLDINGS INC | 0.015710 |  |
| MODINE MFG CO | 0.014907 |  |
| MSA SAFETY INC | 0.014577 |  |
| FABRINET | 0.014031 |  |
| RBC BEARINGS INC | 0.013824 | ✓ |
| EVERCORE INC A | 0.013608 | ✓ |
| COLLIERS-SUBORD | 0.013550 |  |
| BADGER METER INC | 0.013167 |  |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | 0.012925 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.012907 | ✓ |
| LOAR HOLDINGS INC | 0.012904 |  |
| NOVANTA INC | 0.012848 | ✓ |
| APPLIED INDU TEC | 0.012820 | ✓ |
| STEPSTONE GROUP INC CLASS A | 0.012581 |  |
| CULLEN FROST BANKERS INC | 0.012552 |  |
| WINTRUST FINL | 0.012456 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.012365 |  |
| ENVISTA HOLDINGS CORP | 0.012319 |  |
| CORE & MAIN IN-A | 0.012293 |  |
| PLANET FITNESS INC CL A | 0.012000 |  |
| MORNINGSTAR INC | 0.011943 |  |
| KINSALE CAPITAL GROUP INC | 0.011937 | ✓ |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 0.011869 |  |
| CASELLA WASTE SYS INC CL A | 0.011844 |  |
| MARKETAXESS HLDGS INC | 0.011841 | ✓ |
| CUSHMAN and WAKEFIELD LTD | 0.011659 |  |
| WYNDHAM HOTELS and RESORTS INC | 0.011540 |  |
| HEALTHEQUITY INC | 0.011386 | ✓ |
| FIRST HORIZON CORP | 0.011262 |  |
| SM ENERGY CO | 0.011114 |  |
| COMMERCE BCSHS | 0.011044 |  |
| POOL CORP | 0.010979 | ✓ |
| ENCOMPASS HEALTH CORP | 0.010694 |  |
| Russell 2000 ETF | 0.010518 |  |
| BALCHEM CORP | 0.010263 |  |
| POWER INTEGRATIONS INC | 0.010122 |  |
| MIDDLEBY CORP | 0.009990 |  |
| PRIMO BRANDS CORP A | 0.009717 |  |
| ALLEGRO MICROSYSTEMS INC | 0.009711 |  |
| ICU MEDICAL INC | 0.009692 |  |
| SOLSTICE ADV MAT | 0.009650 |  |
| MIAMI INTERNATIONAL HOLDINGS INC | 0.009489 |  |
| WSFS FINANCIAL CORP | 0.009255 |  |
| PERIMETER SOLUTIONS SA | 0.008966 |  |
| HILLMAN SOLUTIONS CORP | 0.008930 |  |
| PERFORMANCE FOOD GROUP CO | 0.008924 | ✓ |
| EAGLE MATERIALS INC | 0.008765 | ✓ |

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

| Security | Weight | Shared |
|----------|--------|--------|
| API GROUP CORP | 0.025314 |  |
| RBC BEARINGS INC | 0.023940 | ✓ |
| COMFORT SYSTEMS USA INC | 0.022624 |  |
| ADV ENERGY INDS | 0.022390 |  |
| ITT INC | 0.021312 |  |
| BURLINGTON STORES INC | 0.021233 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.021073 | ✓ |
| GLOBUS MEDICAL INC | 0.020500 |  |
| EVERCORE INC A | 0.020067 | ✓ |
| INTERFACE INC | 0.020003 |  |
| INSMED INC | 0.019456 |  |
| GRAND CANYON EDUCATION INC | 0.019359 |  |
| ENTEGRIS INC | 0.018056 |  |
| MOOG INC-CLASS A | 0.017528 |  |
| STERLING INFRASTRUCTURE INC | 0.017496 |  |
| HOULIHAN LOKEY I | 0.016999 |  |
| JABIL INC | 0.016951 |  |
| FTAI AVIATION LTD | 0.016095 |  |
| CHURCHILL DOWNS INC | 0.016059 |  |
| IONIS PHARMACEUTICALS INC | 0.016008 |  |
| PERFORMANCE FOOD GROUP CO | 0.014375 | ✓ |
| SITEONE LANDSCAPE SUPPLY INC | 0.014063 |  |
| BRIDGEBIO PHARMA INC | 0.014029 |  |
| CRINETICS PHARMACEUTICALS INC | 0.013993 |  |
| TEXAS ROADHOUSE INC | 0.013820 |  |
| PROCORE TECHNOLOGIES INC | 0.013705 |  |
| NORDSON CORP | 0.013660 |  |
| SOLARIS OIL IN-A | 0.013366 |  |
| PHATHOM PHARMACEUTICALS INC | 0.013067 |  |
| MATADOR RESOURCES COMPANY | 0.012418 |  |
| ULTRAGENYX PHARMA INC | 0.012341 |  |
| HALOZYME THERAPEUTICS INC | 0.012301 |  |
| POWELL INDUSTRIES INC | 0.012300 |  |
| NEUROCRINE BIOSCIENCES INC | 0.011899 |  |
| NOVANTA INC | 0.011853 | ✓ |
| APPLIED INDU TEC | 0.011813 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.011779 |  |
| CYTOKINETICS INC | 0.011586 |  |
| NATERA INC | 0.011524 |  |
| COHERENT CORP | 0.011364 |  |
| COGNEX CORP | 0.011321 |  |
| TYLER TECHNOLOGIES INC | 0.011101 | ✓ |
| MANHATTAN ASSOCIATES INC | 0.011068 | ✓ |
| AEROVIRONMENT INC | 0.010897 |  |
| MEDPACE HOLDINGS INC | 0.010622 | ✓ |
| AGIOS PHARMACEUTICALS INC | 0.010511 |  |
| EASTGROUP PROP | 0.010381 | ✓ |
| SEACOAST BANKING CORP FLORIDA | 0.010372 |  |
| CSW INDUSTRI INC | 0.010237 |  |
| PAYLOCITY HOLDING CORP | 0.010233 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012728` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012728/0002071691-26-012728-index.htm>
- N-PORT (fund B) — accession `0000940400-26-012085` (as of 2026-01-30)
  <https://www.sec.gov/Archives/edgar/data/912036/000094040026012085/0000940400-26-012085-index.htm>

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