GAI
General American Investors Portfolio holdings
AUM
$1.49B
1-Year Est. Return
23.66%
1 Year Est. Return
+23.66%
AUM
$1.49B
AUM Growth
+$143M
(+11%)
Holding
66
Top Buys
| 1 | +$16.8M | |
| 2 | +$16.4M | |
| 3 | +$16.1M | |
| 4 |
Solventum
SOLV
|
+$12.5M |
| 5 |
Veeva Systems
VEEV
|
+$5.34M |
Top Sells
| 1 | +$18.6M | |
| 2 | +$6.17M | |
| 3 | +$5.95M | |
| 4 |
Applied Materials
AMAT
|
+$5.49M |
| 5 |
Expedia Group
EXPE
|
+$5.06M |
Sector Composition
| 1 | Technology | 27.28% |
| 2 | Financials | 18.06% |
| 3 | Industrials | 12.61% |
| 4 | Consumer Discretionary | 10.42% |
| 5 | Healthcare | 9.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
M&T Bank
MTB
$28.4B
| $19.6M | 1.26% |
101,100
|
|
||
27
Tenet Healthcare
THC
$17.9B
| $18.8M | 1.2% |
106,601
|
|
||
28
Energy Transfer Partners
ET
$57.7B
| $18.5M | 1.18% |
1,020,030
|
|
||
29
L3Harris
LHX
$54.3B
| $17.8M | 1.14% |
70,785
|
|
||
30
NextNav
NN
$1.73B
| $17M | 1.09% |
1,120,227
|
|
||
31
Arista Networks
ANET
$198B
| $16.8M | 1.08% |
+164,679
|
|
||
32
Dominion Energy
D
$51.5B
| $16.4M | 1.05% |
290,000
|
|
||
33
Salesforce
CRM
$243B
| $16.4M | 1.05% |
+60,000
|
|
||
34
Merck
MRK
$218B
| $16.2M | 1.04% |
204,326
|
|
||
35
Exxon Mobil
XOM
$491B
| $15.7M | 1.01% |
146,100
|
|
||
|
36
Veeva Systems
VEEV
$48.4B
| $13.8M | 0.89% |
48,006
+18,549
|
|
||
37
Gilead Sciences
GILD
$148B
| $13.3M | 0.85% |
119,900
|
|
||
38
MetLife
MET
$52.3B
| $12.9M | 0.83% |
160,327
-60,000
|
|
||
39
Alamos Gold
AGI
$12.8B
| $12.5M | 0.8% |
472,438
-125,000
|
|
||
40
Pfizer
PFE
$140B
| $12.5M | 0.8% |
515,808
|
|
||
41
Chevron
CVX
$311B
| $12.4M | 0.79% |
86,391
|
|
||
42
Uber
UBER
$202B
| $10.8M | 0.69% |
115,583
|
|
||
43
Adobe
ADBE
$151B
| $10.1M | 0.64% |
26,006
-5,000
|
|
||
44
Universal Display
OLED
$7.13B
| $10M | 0.64% |
65,009
|
|
||
45
Danaher
DHR
$155B
| $9.88M | 0.63% |
50,010
|
|
||
46
NCR Voyix
VYX
$1.64B
| $9.71M | 0.62% |
827,556
+285,829
|
|
||
47
Amgen
AMGN
$156B
| $8.38M | 0.54% |
30,000
-5,000
|
|
||
|
48
Applied Materials
AMAT
$184B
| $7.63M | 0.49% |
41,652
-30,000
|
|
||
49
Uranium Energy
UEC
$6.84B
| $7.53M | 0.48% |
1,107,974
|
|
||
50
indie Semiconductor
INDI
$1.12B
| $6.58M | 0.42% |
1,846,921
-100,000
|
|