GAI
General American Investors Portfolio holdings
AUM
$1.49B
1-Year Return
23.66%
This Quarter Return
+13.59%
1 Year Return
+23.66%
3 Year Return
+106.94%
5 Year Return
+191.29%
10 Year Return
+399.09%
AUM
$1.49B
AUM Growth
+$143M
(+11%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
44.47%
Holding
66
New
2
Increased
7
Reduced
13
Closed
1
Top Buys
| 1 |
Arista Networks
ANET
|
+$16.8M |
| 2 |
Salesforce
CRM
|
+$16.4M |
| 3 |
NVIDIA
NVDA
|
+$16.1M |
| 4 |
Solventum
SOLV
|
+$12.5M |
| 5 |
Veeva Systems
VEEV
|
+$5.34M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$18.6M |
| 2 |
Republic Services
RSG
|
+$6.17M |
| 3 |
Agnico Eagle Mines
AEM
|
+$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% |
