GIM
Generate Investment Management Portfolio holdings
AUM
$2.19B
1-Year Est. Return
28.32%
This Fund
S&P 500
1 Year Est. Return
+28.32%
AUM
$2.19B
AUM Growth
+$221M
(+11%)
Holding
102
Top Buys
| 1 | +$57.8M | |
| 2 | +$48M | |
| 3 | +$40.5M | |
| 4 |
CRWV
CoreWeave Inc
CRWV
|
+$37.5M |
| 5 |
Alaska Air
ALK
|
+$37M |
Top Sells
| 1 | +$41.3M | |
| 2 | +$39.7M | |
| 3 | +$32.9M | |
| 4 |
Intuit
INTU
|
+$29.9M |
| 5 |
UnitedHealth
UNH
|
+$25.2M |
Sector Composition
| 1 | Technology | 37.41% |
| 2 | Communication Services | 13.69% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.83% |
| 5 | Healthcare | 9.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Ferrari
RACE
$67.2B
| – | – |
-10,157
|
|
||
102
Regency Centers
REG
$14.4B
| – | – |
-115,457
|
|