HoldingsChannel.com
Vaughan Nelson Investment Management L.P. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
MICROSOFT CORP 1,012,229 -34,240 $205,999
     MSFT1,012,229-34,240$205,999
ELECTRONIC ARTS INC 1,325,490 -284,045 $175,030
     EA1,325,490-284,045$175,030
FACEBOOK INC 765,385 -21,730 $173,796
     FB765,385-21,730$173,796
AMAZON COM INC 62,222 +19,925 $171,659
     AMZN62,222+19,925$171,659
UNITEDHEALTH GROUP INC 532,796 -16,130 $157,148
     UNH532,796-16,130$157,148
HOME DEPOT INC 587,696 -19,974 $147,223
     HD587,696-19,974$147,223
UNION PAC CORP 866,670 +148,370 $146,528
     UNP866,670+148,370$146,528
SHERWIN WILLIAMS CO 250,651 -8,415 $144,838
     SHW250,651-8,415$144,838
TEXAS INSTRS INC 1,130,713 +344,310 $143,566
     TXN1,130,713+344,310$143,566
ROPER TECHNOLOGIES INC 355,580 +103,845 $138,057
     ROP355,580+103,845$138,057
MASTERCARD INCORPORATED 454,633 +77,565 $134,435
     MA454,633+77,565$134,435
WHEATON PRECIOUS METALS CORP 3,040,210 +467,940 $133,922
     WPM3,040,210+467,940$133,922
THERMO FISHER SCIENTIFIC INC 340,824 -10,170 $123,494
     TMO340,824-10,170$123,494
SCHWAB CHARLES CORP 3,315,960 +222,935 $111,881
     SCHW3,315,960+222,935$111,881
CABOT MICROELECTRONICS CORP 764,061 -8,909 $106,617
     CCMP764,061-8,909$106,617
ON SEMICONDUCTOR CORP 4,799,945 +1,145,900 $95,135
     ON4,799,945+1,145,900$95,135
KNIGHT SWIFT TRANSN HLDGS INC 2,196,545 +153,500 $91,618
     KNX2,196,545+153,500$91,618
CACI INTL INC 419,163 -46,277 $90,909
     CACI419,163-46,277$90,909
VIRTU FINL INC 3,391,610 -825,465 $80,042
     VIRT3,391,610-825,465$80,042
BROADRIDGE FINL SOLUTIONS INC 633,980 +80,745 $80,002
     BR633,980+80,745$80,002
NEXSTAR MEDIA GROUP INC 949,977 +83,509 $79,503
     NXST949,977+83,509$79,503
QUALCOMM INC 836,135 -27,195 $76,264
     QCOM836,135-27,195$76,264
POOL CORPORATION 276,203 -7,267 $75,090
     POOL276,203-7,267$75,090
MASIMO CORP 310,525 -12,985 $70,797
     MASI310,525-12,985$70,797
INSIGHT ENTERPRISES INC 1,436,082 +229,062 $70,655
     NSIT1,436,082+229,062$70,655
ABBVIE INC 684,370 -20,695 $67,192
     ABBV684,370-20,695$67,192
LPL FINL HLDGS INC 851,955 +220,114 $66,793
     LPLA851,955+220,114$66,793
PRA HEALTH SCIENCES INC 644,435 -109,454 $62,698
     PRAH644,435-109,454$62,698
WATTS WATER TECHNOLOGIES INC 757,891 +220,591 $61,390
     WTS757,891+220,591$61,390
LKQ CORP 2,285,350 +2,285,350 $59,876
     LKQ2,285,350+2,285,350$59,876
SOUTHWEST GAS HOLDINGS INC 838,248 -126,392 $57,881
     SWX838,248-126,392$57,881
MKS INSTRS INC 501,959 -57,431 $56,842
     MKSI501,959-57,431$56,842
HCA HEALTHCARE INC 571,205 +571,205 $55,442
     HCA571,205+571,205$55,442
LANDSTAR SYS INC 477,729 -119,131 $53,655
     LSTR477,729-119,131$53,655
OLD REP INTL CORP 3,207,919 +107,434 $52,320
     ORI3,207,919+107,434$52,320
HANOVER INS GROUP INC 515,291 -78,174 $52,214
     THG515,291-78,174$52,214
FIRST AMERN FINL CORP 1,083,750 +833,510 $52,042
     FAF1,083,750+833,510$52,042
SPIRE INC 780,630 -9,929 $51,295
     SR780,630-9,929$51,295
GATX CORP 840,665 +366,860 $51,264
     GATX840,665+366,860$51,264
COGENT COMMUNICATIONS HLDGS IN 659,980 +17,935 $51,056
     CCOI659,980+17,935$51,056
SELECTIVE INS GROUP INC 947,384 -8,786 $49,965
     SIGI947,384-8,786$49,965
CUSHMAN WAKEFIELD PLC 3,999,599 +1,806,544 $49,834
     CWK3,999,599+1,806,544$49,834
ASGN INC 730,883 +70,788 $48,735
     ASGN730,883+70,788$48,735
BRADY CORP 1,036,097 -12,803 $48,510
     BRC1,036,097-12,803$48,510
PIONEER NAT RES CO 489,230 -76,325 $47,797
     PXD489,230-76,325$47,797
KOSMOS ENERGY LTD 28,501,100 +1,142,920 $47,312
     KOS28,501,100+1,142,920$47,312
STAG INDL INC 1,574,126 -21,559 $46,153
     STAG1,574,126-21,559$46,153
PERFORMANCE FOOD GROUP CO 1,581,196 +896,476 $46,076
     PFGC1,581,196+896,476$46,076
BUILDERS FIRSTSOURCE INC 2,203,344 +430,944 $45,609
     BLDR2,203,344+430,944$45,609
FIRSTCASH INC 671,588 +174,654 $45,319
     FCFS671,588+174,654$45,319

See Full List: All Stocks Held By Vaughan Nelson Investment Management L.P.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Vaughan Nelson Investment Management L.P.

Size ($ in 1000's)
At 06/30/2020: $6,993,119
At 03/31/2020: $5,858,667

Combined Holding Report Includes:
VAUGHAN NELSON INVESTMENT MANAGEMENT L.P.
Natixis Advisors LP
Natixis Investment Managers L.P. also a manager on 2 through 10
Natixis Advisors L.P.
Natixis Investment Managers International

Vaughan Nelson Investment Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Vaughan Nelson Investment Management L.P. 13F filings. Link to 13F filings: SEC filings

Vaughan Nelson Investment Management L.P. Top Holdings 13F Filings | www.HoldingsChannel.com

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