GIM

Generation Investment Management Portfolio holdings

AUM $15.1B
1-Year Est. Return 14.12%
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.18B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$480M
2 +$413M
3 +$387M
4
DHR icon
Danaher
DHR
+$352M
5
WAT icon
Waters Corp
WAT
+$352M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 30.44%
2 Technology 24.5%
3 Industrials 11.85%
4 Financials 9.98%
5 Consumer Staples 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$40.7M 0.79%
+2,494,400
27
$20.7M 0.4%
+129,300
28
$4.21M 0.08%
+112,336
29
$3.75M 0.07%
+414,000