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AMG GW&K Securitized Bond SMA Shares

As of June 1, 2026Source: SEC Form N-PORT, CIK 1089951
Latest answer
As of the reporting period ending December 31, 2026, AMG GW&K Securitized Bond SMA Shares reported 147 structured-finance (asset-backed) positions totaling $116.5M, 98.8% of its $117.9M SEC Form N-PORT portfolio.
Machine-readable data:Facts JSONAPI docs

AMG GW&K Securitized Bond SMA Shares: Structured-Finance Exposure#

Quick Answer: Structured-Finance Holdings

As of the reporting period ending December 31, 2026, AMG GW&K Securitized Bond SMA Shares reported 147 structured-finance (asset-backed) positions totaling $116.5M, 98.8% of its $117.9M SEC Form N-PORT portfolio.

Source: SEC Form N-PORT (CIK 1089951)Reporting period ending December 31, 2026License: CC BY 4.0. Cite as DealCharts, dealcharts.org.Facts JSON

What structured-finance securities does AMG GW&K Securitized Bond SMA Shares hold?

AMG GW&K Securitized Bond SMA Shares reported 147 structured-finance (asset-backed) positions totaling $116.5M, 98.8% of its $117.9M portfolio, as of the reporting period ending December 31, 2026 (SEC Form N-PORT). Breakdown by type: mortgage-backed securities (ABS-MBS): 52 positions ($77.3M, 65.6%); collateralized bond/debt obligations (ABS-CBDO): 18 positions ($8.1M, 6.8%); other asset-backed securities (ABS-O): 77 positions ($31.1M, 26.4%).

What is AMG GW&K Securitized Bond SMA Shares's asset-backed / mortgage-backed securities (ABS/MBS) exposure?

AMG GW&K Securitized Bond SMA Shares's structured-finance (ABS/MBS) exposure is $116.5M across 147 positions, or 98.8% of the $117.9M portfolio, as of the reporting period ending December 31, 2026.

As of when is AMG GW&K Securitized Bond SMA Shares's structured-finance holdings data reported?

This reflects AMG GW&K Securitized Bond SMA Shares's most recent SEC Form N-PORT filing, filed June 1, 2026, covering the reporting period ending December 31, 2026. Figures are point-in-time holdings as reported to the SEC.

Where can I get AMG GW&K Securitized Bond SMA Shares's structured-finance holdings data?

AMG GW&K Securitized Bond SMA Shares's holdings are sourced from its SEC Form N-PORT filing (SEC CIK 1089951) and republished by DealCharts as structured, machine-readable data through the Facts JSON endpoint linked on this page. The data is free to reuse under a Creative Commons Attribution 4.0 (CC BY 4.0) license. Cite as DealCharts (dealcharts.org).

Does DealCharts track AMG GW&K Securitized Bond SMA Shares's latest news, products, partnerships, or leadership changes?

No. DealCharts covers AMG GW&K Securitized Bond SMA Shares's structured-finance holdings and exposure derived from SEC Form N-PORT filings, not corporate news, product launches, partnerships, acquisitions, earnings, or executive changes. For those, consult the fund sponsor's own disclosures or SEC EDGAR full-text filings.

Fund Overview

Fund NameAMG GW&K Securitized Bond SMA Shares
Fund LEI
254900R6WXBQ1FZTO544
CIK1089951
Fund ID
S000093069

Fund Metrics

Portfolio summary and asset distribution sourced from SEC NPORT-P filings.

Portfolio Summary

Total Value
$117,888,151
Total Positions
151
Asset Categories
6
Average Position Size
$780,716

Asset Distribution

Short-Term Investments
0.0%
Repurchase Agreements
0.3%
ABS Collateralized Bond/Debt Obligations
6.8%
ABS Other
26.4%
Debt
0.9%
ABS/MBS
65.6%
Filing Date
June 1, 2026
Report Date
December 31, 2026

Holdings

All portfolio holdings for this fund, sourced from the most recent NPORT-P filing on SEC EDGAR.
Preview the largest reported positions from 151 total holdings, or open the complete machine-readable file.
Open complete JSON →

Context & Commentary#

Expert analysis, research, and commentary from verified entities and contributors.

Portfolio Context

This profile reflects AMG GW&K Securitized Bond SMA Shares's most recent SEC Form N-PORT filing, dated June 1, 2026, covering the reporting period ending December 31, 2026.

AMG GW&K Securitized Bond SMA Shares reported 151 portfolio positions with a total reported market value of $117.9M as of the reporting period ending December 31, 2026, an average of $780.7K per position.

By reported market value, the portfolio was predominantly securitized-credit-oriented (98.8% of holdings).

The largest reported asset categories were mortgage-backed securities (ABS-MBS) (65.6%), other asset-backed securities (ABS-O) (26.4%), and collateralized bond/debt obligations (ABS-CBDO) (6.8%).

The single largest asset category, mortgage-backed securities (ABS-MBS), accounted for 65.6% of reported market value across 52 positions.

Auto-generated from this fund's SEC Form N-PORT filing data. Figures are point-in-time as reported.

Entity Statements

Regulatory context

Recent SEC Filing Activity

DealCharts currently indexes the latest NPORT-P holdings filing for this fund and links to official SEC EDGAR results for related shareholder and prospectus filings.
Form
NPORT-P
Filing date
June 1, 2026
Report period
December 31, 2026
SEC CIK
1089951
Official SEC EDGAR links
Latest indexed NPORT-P filingNPORT-P holdingsN-CSR reports497K prospectusFund facts JSON

External Analysis

Datasets & API#

Access the raw data behind this fund page through multiple channels: REST API or direct downloads.
Facts APIMachine-readable fund facts: holdings, positions, and metadata. No API key required.
Structured Facts (JSON-LD)Machine-readable facts for LLMs, research, and automation.
{
  "fund_name": "AMG GW&K Securitized Bond SMA Shares",
  "fund_lei": "254900R6WXBQ1FZTO544",
  "total_holdings": 151,
  "total_value": 117888151.19,
  "asset_types": [
    "Short-Term Investments",
    "Repurchase Agreements",
    "ABS Collateralized Bond/Debt Obligations",
    "ABS Other",
    "Debt",
    "ABS/MBS"
  ],
  "filing_date": "2026-06-01"
}
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