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