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GAI
General American Investors Portfolio holdings
AUM
$1.51B
1-Year Est. Return
37.94%
This Fund
S&P 500
1 Year Est. Return
+37.94%
AUM
$1.51B
AUM Growth
-$93.5M
(-5.8%)
Holding
70
Top Buys
| 1 | +$11.9M | |
| 2 | +$8.57M | |
| 3 | +$7.06M | |
| 4 |
Uber
UBER
|
+$3.85M |
| 5 |
Agnico Eagle Mines
AEM
|
+$2.08M |
Top Sells
| 1 | +$26.7M | |
| 2 | +$22.4M | |
| 3 | +$16.7M | |
| 4 |
ASML
ASML
|
+$9.59M |
| 5 |
Salesforce
CRM
|
+$7.95M |
Sector Composition
| 1 | Technology | 25.49% |
| 2 | Financials | 16.98% |
| 3 | Industrials | 14.21% |
| 4 | Healthcare | 10.14% |
| 5 | Consumer Discretionary | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
GE Vernova
GEV
$263B
| $79.4M | 5.25% |
91,000
-9,000
|
|
||
2
Berkshire Hathaway Class A
BRK.A
$1.07T
| $79M | 5.22% |
110
|
|
||
3
TJX Companies
TJX
$185B
| $77.4M | 5.12% |
484,752
-40,340
|
|
||
4
Republic Services
RSG
$64B
| $73.5M | 4.86% |
335,625
-20,000
|
|
||
|
5
ASML
ASML
$729B
| $72.6M | 4.8% |
55,000
-7,000
|
|
||
6
Apple
AAPL
$4.35T
| $67.4M | 4.46% |
265,705
-10,000
|
|
||
7
Alphabet (Google) Class C
GOOG
$4.48T
| $60.2M | 3.98% |
209,923
-85,000
|
|
||
8
Amazon
AMZN
$2.65T
| $59.6M | 3.94% |
286,000
|
|
||
9
Arch Capital
ACGL
$32B
| $50.9M | 3.36% |
530,200
-69,800
|
|
||
10
Microsoft
MSFT
$2.97T
| $46.8M | 3.09% |
126,400
-53,600
|
|
||
11
Broadcom
AVGO
$1.87T
| $42.7M | 2.82% |
138,000
-5,000
|
|
||
12
Everest Group
EG
$13.4B
| $42.2M | 2.79% |
129,196
|
|
||
|
13
Agnico Eagle Mines
AEM
$85.9B
| $38.4M | 2.54% |
189,272
+10,000
|
|
||
14
Cameco
CCJ
$46.6B
| $36.8M | 2.44% |
339,230
-50,000
|
|
||
15
Costco
COST
$434B
| $32.9M | 2.17% |
33,000
|
|
||
16
Nelnet
NNI
$4.61B
| $30.2M | 2% |
234,026
-9,389
|
|
||
17
RTX Corp
RTX
$247B
| $28.9M | 1.91% |
150,000
-5,000
|
|
||
18
NVIDIA
NVDA
$5.15T
| $28.1M | 1.86% |
160,979
|
|
||
19
Solventum
SOLV
$13.3B
| $24.6M | 1.63% |
377,350
|
|
||
20
Merck
MRK
$284B
| $24.6M | 1.62% |
204,326
|
|
||
21
Regeneron Pharmaceuticals
REGN
$64.5B
| $24.2M | 1.6% |
31,362
|
|
||
22
JPMorgan Chase
JPM
$856B
| $23.5M | 1.56% |
80,000
|
|
||
23
L3Harris
LHX
$56.7B
| $22.7M | 1.5% |
65,785
-5,000
|
|
||
24
AT&T
T
$162B
| $22.5M | 1.48% |
774,639
+50,000
|
|
||
25
M&T Bank
MTB
$33.1B
| $20.9M | 1.38% |
101,100
|
|