GANNETT WELSH & KOTLER
Long Only Manager
GANNETT WELSH & KOTLER is a Long Only Manager based in Boston, MA led by Thomas F X Powers, reporting $52.9B in AUM as of Q3 2025 with MSFT as the largest holding (1% allocation).
CEOThomas F X Powers
- Portfolio Value
- $11.2B
- Positions
- 928
- Top Holding
- MSFT at 1.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in GANNETT WELSH & KOTLER's portfolio (12% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $156.8M | 1.40% | -$2.9M Sold | 0.00% 302.7K shares | |
Manufacturing - Tools & Accessories Industrials | $153.9M | 1.37% | -$11.8M Sold | 1.25% 394.2K shares | |
Engineering & Construction Industrials | $144.3M | 1.28% | -$23.3M Sold | 0.50% 174.8K shares | |
Semiconductors Technology | $142.9M | 1.27% | -$9.5M Sold | 1.54% 1.1M shares | |
Education & Training Services Consumer Defensive | $139.9M | 1.25% | -$12.1M Sold | 2.27% 637.2K shares | |
Industrial - Machinery Industrials | $132.1M | 1.18% | -$4.9M Sold | 0.95% 739.0K shares | |
Semiconductors Technology | $131.5M | 1.17% | -$57.3M Sold | 0.01% 398.5K shares | |
Restaurants Consumer Cyclical | $119.7M | 1.07% | -$4.1M Sold | 1.08% 720.2K shares | |
Electrical Equipment & Parts Industrials | $119.1M | 1.06% | +$40.5M Bought | 1.86% 699.8K shares | |
Engineering & Construction Industrials | $112.5M | 1.00% | -$13.6M Sold | 0.79% 3.3M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in GANNETT WELSH & KOTLER's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for GANNETT WELSH & KOTLER
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