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
$1.43B
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$19.6M
3
+$18.2M
4
BLK icon
Blackrock
BLK
+$17.6M
5
MRVL icon
Marvell Technology
MRVL
+$17.6M

Top Sells

1
+$50.2M
2
+$23.7M
3
+$23M
4
AAPL icon
Apple
AAPL
+$22M
5
MCK icon
McKesson
MCK
+$21.6M

Sector Composition

1 Technology 30.5%
2 Financials 15.74%
3 Healthcare 15.02%
4 Industrials 10.03%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-41,296
77
– –
-123,041
78
– –
-52,121
79
– –
-27,621
80
– –
-356,014
81
– –
-62,143
82
– –
-56,329
83
– –
-39,442
84
– –
-5,882
85
– –
-201,820
86
– –
-16,165
87
– –
-66,863
88
– –
-53,222
89
– –
-30,123
90
– –
-67,666
1 2 3
4