EARNEST PARTNERS LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings1,181 positions
TELEDYNE TECHNOLOGIES INC | 653,976 | $194.4M | 2.2% | $249.47 | +19.16% | 5 qtrssince 2019-Q1 | Increased 54 |
| 1.5M | $165.6M | 1.9% | — | — | 5 qtrssince 2019-Q1 | Increased 54 | |
EMERGENT BIOSOLUTIONS INC | 2.8M | $161M | 1.8% | $50.79 | +7.31% | 5 qtrssince 2019-Q1 | Increased 62 |
MONOLITHIC PWR SYS INC | 933,987 | $156.4M | 1.8% | $132.92 | +20.24% | 5 qtrssince 2019-Q1 | Increased 49 |
ENTEGRIS INC | 3.4M | $152.1M | 1.7% | $35.77 | +22.06% | 5 qtrssince 2019-Q1 | Increased 49 |
| 2.1M | $151M | 1.7% | — | — | 5 qtrssince 2019-Q1 | Increased 49 | |
ICON PLC | 1.1M | $147.3M | 1.7% | $136.58 | -0.42% | 5 qtrssince 2019-Q1 | Decreased 0 |
CATALENT INC | 2.8M | $144.6M | 1.6% | — | — | 5 qtrssince 2019-Q1 | Increased 49 |
SCOTTS MIRACLE GRO CO | 1.4M | $143.6M | 1.6% | $62.86 | +27.39% | 5 qtrssince 2019-Q1 | Increased 50 |
RAYMOND JAMES FINANCIAL INC | 2M | $123.7M | 1.4% | $48.21 | -20.60% | 5 qtrssince 2019-Q1 | Increased 48 |
HOULIHAN LOKEY INC | 2.3M | $120.5M | 1.4% | $40.57 | +13.63% | 5 qtrssince 2019-Q1 | Increased 54 |
CASELLA WASTE SYS INC | 3M | $116.5M | 1.3% | $36.80 | +6.13% | 5 qtrssince 2019-Q1 | Increased 57 |
DARLING INGREDIENTS INC | 6M | $115.8M | 1.3% | $21.86 | -12.29% | 5 qtrssince 2019-Q1 | Increased 49 |
CHECK POINT SOFTWARE TECH | 1.1M | $115.5M | 1.3% | $122.37 | -17.84% | 5 qtrssince 2019-Q1 | Increased 53 |
GATX CORP | 1.8M | $112.6M | 1.3% | $66.20 | -16.55% | 5 qtrssince 2019-Q1 | Increased 48 |
MANTECH INTL CORP | 1.5M | $112.3M | 1.3% | — | — | 5 qtrssince 2019-Q1 | Increased 49 |
SANMINA CORPORATION | 4.1M | $111.8M | 1.3% | $28.76 | -5.13% | 5 qtrssince 2019-Q1 | Increased 59 |
NOVARTIS A G | 1.3M | $109.9M | 1.2% | $66.28 | -0.82% | 5 qtrssince 2019-Q1 | Decreased 0 |
HEXCEL CORP NEW | 2.9M | $109.5M | 1.2% | $65.63 | -45.59% | 5 qtrssince 2019-Q1 | Increased 48 |
FRANKLIN ELEC INC | 2.3M | $108.9M | 1.2% | $47.55 | -7.15% | 5 qtrssince 2019-Q1 | Increased 48 |
EARNEST PARTNERS LLC manages $8.9B across 1181 positions as of Q1 2020. Top holdings: TDY (2.2%), CCMP (1.9%), EBS (1.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 8 new positions, 20 exits, 130 increased. Top move: EBS (INCREASED, conviction 62). Portfolio: $8.9B across 1181 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR