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
$6.96B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$156M
3
+$146M
4
EBAY icon
eBay
EBAY
+$112M
5
SIRO
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
+$112M

Top Sells

1
+$176M
2
+$155M
3
+$134M
4
SYY icon
Sysco
SYY
+$113M
5
BDX icon
Becton Dickinson
BDX
+$76.5M

Sector Composition

1 Technology 31.96%
2 Healthcare 23.59%
3 Consumer Discretionary 12.98%
4 Financials 8.61%
5 Industrials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 0.19%
64,950
-38,000
27
$12.6M 0.18%
236,000
28
$11.6M 0.17%
438,741
-2,649,249
29
$3.05M 0.04%
28,370
+6,080
30
$2.72M 0.04%
27,043
+8,440
31
– –
-854,123
32
– –
-2,983,974
1
2