GIM
Generate Investment Management Portfolio holdings
AUM
$1.97B
1-Year Est. Return
27.74%
1 Year Est. Return
+27.74%
AUM
$1.8B
AUM Growth
+$377M
(+26%)
Holding
103
Top Buys
| 1 | +$38.7M | |
| 2 | +$32.8M | |
| 3 | +$31.3M | |
| 4 |
Elevance Health
ELV
|
+$23.7M |
| 5 |
EQT Corp
EQT
|
+$23.4M |
Top Sells
| 1 | +$40.1M | |
| 2 | +$36.1M | |
| 3 | +$34.1M | |
| 4 |
Amphenol
APH
|
+$25.7M |
| 5 |
NVIDIA
NVDA
|
+$25.7M |
Sector Composition
| 1 | Technology | 34.16% |
| 2 | Consumer Discretionary | 13.27% |
| 3 | Financials | 12.37% |
| 4 | Communication Services | 11.59% |
| 5 | Healthcare | 10.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Newmont
NEM
$97.9B
| $22.1M | 1.22% |
378,975
+77,865
|
|
||
|
27
Amphenol
APH
$166B
| $21.5M | 1.19% |
217,901
-260,071
|
|
||
28
Uber
UBER
$191B
| $20.5M | 1.14% |
219,322
+47,213
|
|
||
29
Eaton
ETN
$138B
| $20.4M | 1.13% |
57,119
+26,399
|
|
||
30
Pultegroup
PHM
$23.1B
| $20M | 1.11% |
+189,357
|
|
||
31
Walmart
WMT
$818B
| $18.4M | 1.02% |
188,387
-60,429
|
|
||
32
Texas Instruments
TXN
$147B
| $18.2M | 1.01% |
87,796
+25,105
|
|
||
33
American Tower
AMT
$84.8B
| $16.9M | 0.94% |
+76,471
|
|
||
34
IBM
IBM
$285B
| $16.8M | 0.93% |
56,855
|
|
||
35
Corpay
CPAY
$19.8B
| $16.7M | 0.93% |
50,249
-22,730
|
|
||
36
Vertiv
VRT
$62.6B
| $16.4M | 0.91% |
127,508
+32,612
|
|
||
37
GoDaddy
GDDY
$17.7B
| $16M | 0.89% |
88,749
|
|
||
38
Spotify
SPOT
$133B
| $15.7M | 0.87% |
20,468
-4,339
|
|
||
39
Boston Scientific
BSX
$156B
| $14.6M | 0.81% |
135,816
-3,875
|
|
||
40
Goldman Sachs
GS
$242B
| $14.6M | 0.81% |
20,572
+16,152
|
|
||
41
Maplebear
CART
$10.6B
| $14.5M | 0.8% |
+320,000
|
|
||
42
ServiceNow
NOW
$177B
| $13.7M | 0.76% |
13,322
+9,436
|
|
||
43
Robinhood
HOOD
$109B
| $13.1M | 0.73% |
139,883
-227,834
|
|
||
44
Prologis
PLD
$115B
| $13M | 0.72% |
123,391
+74,145
|
|
||
45
Broadcom
AVGO
$1.61T
| $12.3M | 0.68% |
44,719
-78,713
|
|
||
46
Applied Materials
AMAT
$178B
| $11.4M | 0.63% |
62,357
+24,493
|
|
||
47
Novo Nordisk
NVO
$218B
| $11.1M | 0.61% |
160,539
+120,577
|
|
||
48
Coca-Cola Europacific Partners
CCEP
$41.3B
| $10.7M | 0.59% |
115,281
|
|
||
49
Visa
V
$649B
| $10.1M | 0.56% |
+28,527
|
|
||
50
Mercado Libre
MELI
$103B
| $9.98M | 0.55% |
3,819
-348
|
|