GIM

Generate Investment Management Portfolio holdings

AUM $1.8B
1-Year Est. Return 26.04%
This Quarter Est. Return
1 Year Est. Return
+26.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$53.2M
3
+$41.1M
4
NVDA icon
NVIDIA
NVDA
+$39.1M
5
AMZN icon
Amazon
AMZN
+$38.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.77%
2 Healthcare 15.63%
3 Financials 14.04%
4 Consumer Discretionary 12.61%
5 Industrials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.49M 0.73%
+34,345
52
$8.43M 0.73%
+77,705
53
$8.34M 0.72%
+36,048
54
$8.24M 0.71%
+40,109
55
$8.1M 0.7%
+10,707
56
$8.02M 0.69%
+17,316
57
$7.92M 0.68%
+54,040
58
$7.83M 0.68%
+97,425
59
$7.67M 0.66%
+70,651
60
$7.66M 0.66%
+42,746
61
$7.58M 0.66%
+128,756
62
$7.07M 0.61%
+104,916
63
$7M 0.6%
+43,188
64
$6.56M 0.57%
+13,481
65
$6.14M 0.53%
+99,792
66
$5.93M 0.51%
+67,801
67
$5.84M 0.5%
+13,255
68
$5.48M 0.47%
+111,070
69
$4.87M 0.42%
+5,999
70
$4.81M 0.42%
+11,824
71
$4.62M 0.4%
+43,511
72
$3.94M 0.34%
+62,205
73
$3.85M 0.33%
+2,450
74
$3.09M 0.27%
+21,103
1 2
3