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
$1.97B
AUM Growth
+$168M
(+9.3%)
Holding
102
Top Buys
| 1 | +$42.2M | |
| 2 | +$31.6M | |
| 3 | +$26.8M | |
| 4 |
Broadcom
AVGO
|
+$24.1M |
| 5 |
Microsoft
MSFT
|
+$22.5M |
Top Sells
| 1 | +$33.1M | |
| 2 | +$30.7M | |
| 3 | +$30.1M | |
| 4 |
CRH
CRH
|
+$25.9M |
| 5 |
Pultegroup
PHM
|
+$20M |
Sector Composition
| 1 | Technology | 35.62% |
| 2 | Healthcare | 14.56% |
| 3 | Financials | 12.71% |
| 4 | Communication Services | 11.63% |
| 5 | Consumer Discretionary | 9.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
XYZ
101
Block Inc
XYZ
$38.7B
| – | – |
-75,000
|
|
||
|
102
Pultegroup
PHM
$26.4B
| – | – |
-189,357
|
|