GIM

Generation Investment Management Portfolio holdings

AUM $14.4B
1-Year Est. Return 16.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.46B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$256M
2
+$209M
3
+$199M
4
DE icon
Deere & Co
DE
+$170M
5
LNKD
LinkedIn Corporation
LNKD
+$152M

Top Sells

1
+$202M
2
+$135M
3
+$97.3M
4
AMZN icon
Amazon
AMZN
+$83.4M
5
VAR
Varian Medical Systems, Inc.
VAR
+$80.8M

Sector Composition

1 Technology 34.91%
2 Healthcare 15.76%
3 Industrials 15.23%
4 Consumer Discretionary 7.25%
5 Financials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$109M 1.46%
2,434,412
+733
27
$79.2M 1.06%
463,988
+49
28
$24.8M 0.33%
120,450
+45,800
29
$18.8M 0.25%
1,636,139
+475,639
30
$12.6M 0.17%
236,000
31
$9.01M 0.12%
264,241
-19,139
32
$3.31M 0.04%
39,666
-11,804
33
$2.82M 0.04%
31,291
+2,479
34
– –
-948,825
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