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 | |
|---|---|---|---|---|---|---|
101
Alibaba
BABA
$381B
| – | – |
-56,206
|
|
||
102
Alaska Air
ALK
$4.91B
| – | – |
-122,541
|
|
||
103
Airbnb
ABNB
$73.5B
| – | – |
-30,895
|
|