— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

EARNEST PARTNERS LLC

Q3 2025 · Filed 2025-11-14
Market Value
$22.6B
+3.4%
Holdings
298
+4
New Purchases
9
Added To
52
Closed
14
Reduced
214
Top 10 Concentration
19.1%
Turnover
7.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SNPS 1.11% 0.71% +0.40% $250M
NBN 0.30% 0.00% +0.30% $67M
DHI 1.37% 1.09% +0.29% $310M
CHRW 0.24% 0.00% +0.24% $54M
ICLR 0.63% 0.40% +0.23% $142M
BIDU 0.48% 0.26% +0.21% $108M
CBRE 2.47% 2.27% +0.20% $557M
SQM 0.36% 0.17% +0.19% $82M
R 1.55% 1.36% +0.19% $351M
GATX 2.36% 2.17% +0.19% $533M
AEIS 1.16% 0.98% +0.18% $262M
MOG-A 1.98% 1.80% +0.18% $446M
BWA 0.77% 0.61% +0.17% $174M
HLI 2.20% 2.04% +0.17% $497M
FCFS 1.60% 1.44% +0.16% $362M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ANSS 0.00% 1.04% -1.04% $0
SSB 0.00% 0.60% -0.60% $0
CBRL 0.00% 0.34% -0.34% $0
CNC 0.47% 0.74% -0.27% $106M
DRI 1.25% 1.49% -0.25% $282M
AIN 0.62% 0.85% -0.24% $139M
SMG 0.91% 1.14% -0.22% $206M
SABR 0.22% 0.43% -0.21% $50M
DAR 0.62% 0.81% -0.19% $140M
AL 0.50% 0.69% -0.19% $112M
SBAC 0.69% 0.86% -0.17% $156M
CWST 0.50% 0.67% -0.17% $113M
RGA 2.02% 2.18% -0.17% $455M
ITGR 0.50% 0.65% -0.15% $112M
EMN 0.62% 0.77% -0.15% $141M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 38 $316M 1.4%
Large Cap 145 $12.4B 55.1%
Mid Cap 81 $8.7B 38.7%
Small Cap 31 $1.1B 4.8%
Micro Cap 3 $14M 0.1%

Portfolio Analytics

Avg Market Cap
$179.6B
Median Market Cap
$18.4B
Avg P/E
31.3
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
286
# ETFs / Funds
12

Top Holdings (298 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CBRE 2.47% 3,536,035 $557M $157.56 $61M -6,511 -0.2%
2 GATX 2.36% 3,047,173 $533M $174.80 $59M -39,043 -1.3%
3 HLI 2.20% 2,421,133 $497M $205.32 $52M -51,336 -2.1%
4 RGA 2.02% 2,368,114 $455M $192.13 -$21M -33,176 -1.4%
5 MOG-A 1.98% 2,149,591 $446M $207.67 $53M -22,310 -1.0%
6 RJF 1.89% 2,471,824 $427M $172.60 $46M -8,911 -0.4%
7 FCFS 1.60% 2,284,095 $362M $158.42 $47M -42,120 -1.8%
8 WWD 1.57% 1,403,551 $355M $252.71 $13M +8,307 +0.6%
9 R 1.55% 1,859,089 $351M $188.64 $53M -12,879 -0.7%
10 SNA 1.47% 956,230 $331M $346.53 $34M -960 -0.1%
11 SF 1.42% 2,825,964 $321M $113.47 $17M -95,258 -3.3%
12 HXL 1.40% 5,049,796 $317M $62.70 $26M -90,746 -1.8%
13 AROC 1.38% 11,806,170 $311M $26.31 $17M -16,188 -0.1%
14 DHI 1.37% 1,828,565 $310M $169.47 $73M -11,416 -0.6%
15 DRI 1.25% 1,481,084 $282M $190.36 -$44M -15,747 -1.1%
16 AEIS 1.16% 1,541,967 $262M $170.14 $47M -79,901 -4.9%
17 HII 1.15% 901,140 $259M $287.91 $43M +6,046 +0.7%
18 RSG 1.12% 1,099,855 $252M $229.48 -$18M +4,668 +0.4%
19 SNPS 1.11% 507,136 $250M $493.39 $96M +206,278 +68.6%
20 BOX 1.10% 7,704,561 $249M $32.27 -$18M -88,158 -1.1%
21 CBT 1.08% 3,189,738 $243M $76.05 $366K -39,783 -1.2%
22 TDY 1.05% 405,235 $237M $586.04 $33M +5,300 +1.3%
23 FORM 0.96% 5,947,088 $217M $36.42 $7M -142,139 -2.3%
24 WEC 0.93% 1,828,168 $209M $114.59 $3M -155,072 -7.8%
25 SMG 0.91% 3,608,593 $206M $56.95 -$42M -148,305 -4.0%
26 CF 0.89% 2,247,391 $202M $89.70 -$3M +26,421 +1.2%
27 FLEX 0.88% 3,426,715 $199M $57.97 $23M -85,583 -2.4%
28 BXP 0.88% 2,665,861 $198M $74.34 $19M +4,284 +0.2%
29 WTFC 0.85% 1,442,018 $191M $132.44 $13M +8,048 +0.6%
30 MPWR 0.84% 205,779 $189M $920.64 $41M +2,643 +1.3%
31 WBS 0.83% 3,163,124 $188M $59.44 $16M +18,860 +0.6%
32 ENTG 0.82% 1,992,541 $184M $92.46 $19M -54,515 -2.7%
33 EWBC 0.80% 1,704,106 $181M $106.45 $10M +8,342 +0.5%
34 ARW 0.79% 1,479,482 $179M $121.00 -$9M +5,068 +0.3%
35 MIDD 0.78% 1,329,439 $177M $132.93 -$13M +9,524 +0.7%
36 BWA 0.77% 3,964,649 $174M $43.96 $42M +13,008 +0.3%
37 BIO 0.76% 609,284 $171M $280.39 $25M +3,398 +0.6%
38 CRUS 0.75% 1,348,710 $169M $125.29 $29M +10,750 +0.8%
39 AKAM 0.74% 2,189,573 $166M $75.76 -$9M -7,480 -0.3%
40 UBSI 0.73% 4,450,747 $166M $37.21 -$3M -174,896 -3.8%
41 UMBF 0.72% 1,371,653 $162M $118.35 $12M -57,103 -4.0%
42 PSN 0.71% 1,935,358 $160M $82.92 $15M -92,377 -4.6%
43 MAS 0.71% 2,261,701 $159M $70.39 $11M -46,049 -2.0%
44 CRL 0.70% 1,006,724 $158M $156.46 $6M +8,467 +0.8%
45 SBAC 0.69% 806,735 $156M $193.35 -$33M +3,199 +0.4%
46 VMI 0.69% 399,388 $155M $387.73 $27M +6,799 +1.7%
47 SPXC 0.68% 825,971 $154M $186.78 $8M -44,713 -5.1%
48 FLS 0.68% 2,885,879 $153M $53.14 $9M +136,867 +5.0%
49 AOS 0.68% 2,082,982 $153M $73.41 $19M +36,122 +1.8%
50 CHKP 0.64% 703,046 $145M $206.91 -$12M -7,664 -1.1%
51 RNR 0.64% 567,394 $144M $253.93 $3M -11,974 -2.1%
52 WEX 0.63% 907,803 $143M $157.53 $11M +10,027 +1.1%
53 ICLR 0.63% 809,652 $142M $175.00 $55M +215,355 +36.2%
54 EMN 0.62% 2,234,973 $141M $63.05 -$27M -19,384 -0.9%
55 DAR 0.62% 4,524,258 $140M $30.87 -$38M -157,398 -3.4%
56 AIN 0.62% 2,606,795 $139M $53.30 -$47M -48,453 -1.8%
57 CDP 0.61% 4,718,060 $137M $29.06 $6M -40,877 -0.9%
58 CCL 0.61% 4,725,317 $137M $28.91 $2M -44,420 -0.9%
59 CNMD 0.58% 2,798,703 $132M $47.03 -$16M -31,212 -1.1%
60 HOLX 0.57% 1,911,191 $129M $67.49 $6M +26,877 +1.4%
61 STAG 0.57% 3,646,902 $129M $35.29 -$10M -165,310 -4.3%
62 AIR 0.57% 1,423,396 $128M $89.67 $25M -72,189 -4.8%
63 ICE 0.56% 750,842 $127M $168.48 -$15M -22,933 -3.0%
64 IBN 0.55% 4,115,802 $124M $30.23 -$15M -18,852 -0.5%
65 CAKE 0.55% 2,265,030 $124M $54.64 -$26M -123,151 -5.2%
66 CMI 0.54% 287,414 $121M $422.37 $25M -8,008 -2.7%
67 AMKR 0.53% 4,206,353 $119M $28.40 $27M -218,759 -4.9%
68 ENS 0.52% 1,036,621 $117M $112.96 $23M -56,432 -5.2%
69 FELE 0.52% 1,223,467 $116M $95.20 $705K -66,580 -5.2%
70 SON 0.51% 2,678,122 $115M $43.09 $132K +31,932 +1.2%
71 ALB 0.51% 1,422,624 $115M $81.08 $26M -21
72 UCB 0.51% 3,658,330 $115M $31.35 -$131K -195,968 -5.1%
73 CWST 0.50% 1,195,203 $113M $94.88 -$32M -68,956 -5.5%
74 SANM 0.50% 983,535 $113M $115.11 $13M -43,230 -4.2%
75 AL 0.50% 1,767,385 $112M $63.65 -$38M -812,415 -31.5%
76 ITGR 0.50% 1,086,459 $112M $103.33 -$29M -58,787 -5.1%
77 WWW 0.50% 4,080,392 $112M $27.44 $23M -830,822 -16.9%
78 TRMK 0.48% 2,760,301 $109M $39.60 $3M -147,911 -5.1%
79 BIDU 0.48% 818,930 $108M $131.77 $50M +146,992 +21.9%
80 NVS 0.48% 840,026 $108M $128.24 $5M -10,181 -1.2%
81 IQV 0.48% 565,419 $107M $189.94 $17M -8,961 -1.6%
82 MTH 0.47% 1,468,385 $106M $72.43 $3M -77,577 -5.0%
83 CNC 0.47% 2,957,066 $106M $35.68 -$56M -13,677 -0.5%
84 VNO 0.47% 2,600,076 $105M $40.53 $4M -57,501 -2.2%
85 LFUS 0.47% 405,483 $105M $259.01 $8M -21,745 -5.1%
86 PLXS 0.46% 711,566 $103M $144.69 $2M -35,208 -4.7%
87 OGS 0.45% 1,257,312 $102M $80.94 $7M -67,064 -5.1%
88 ON 0.45% 2,038,509 $101M $49.31 -$6M -1,197 -0.1%
89 OII 0.44% 4,016,698 $100M $24.78 $12M -202,686 -4.8%
90 EQNR 0.42% 3,887,088 $95M $24.38 -$4M -59,579 -1.5%
91 NXT 0.42% 1,278,334 $95M $73.99 $24M -25,298 -1.9%
92 TKR 0.42% 1,252,710 $94M $75.18 -$133K -47,239 -3.6%
93 LH 0.41% 323,685 $93M $287.06 $6M -7,799 -2.4%
94 FRME 0.41% 2,445,904 $92M $37.70 -$6M -126,013 -4.9%
95 PGR 0.41% 371,098 $92M $246.95 -$14M -25,310 -6.4%
96 RIO 0.40% 1,383,492 $91M $66.01 $9M -30,733 -2.2%
97 EFSC 0.40% 1,575,051 $91M $57.98 -$76K -83,711 -5.0%
98 AUB 0.40% 2,582,532 $91M $35.29 $6M -137,641 -5.1%
99 ULTA 0.40% 165,902 $91M $546.75 $11M -3,735 -2.2%
100 BPOP 0.40% 707,321 $90M $127.01 $10M -15,426 -2.1%

New Positions

SymbolValue% Port
NBN $67M 0.30%
CHRW $54M 0.24%
MDU $23M 0.10%
WIX $7M 0.03%
VVX $7M 0.03%
CVX $424K —%
ALNT $235K —%
WMT $216K —%
ABBV $210K —%

Sold Out Positions

SymbolValue% Port
PG —%
OXY —%
KR —%
TGT —%
SSB —%
NPKI —%
EXC —%
OIH —%
XOP —%
CBRL —%
HES —%
CHX —%
ANSS —%
MRC —%
View SEC EDGAR Filings for EARNEST PARTNERS LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms