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
$9.23B
AUM Growth
+$590M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$101M
3
+$98.1M
4
DE icon
Deere & Co
DE
+$66.2M
5
JLL icon
Jones Lang LaSalle
JLL
+$65.5M

Top Sells

1
+$170M
2
+$130M
3
+$125M
4
EBAY icon
eBay
EBAY
+$106M
5
LNKD
LinkedIn Corporation
LNKD
+$79.3M

Sector Composition

1 Technology 34.53%
2 Industrials 16.73%
3 Healthcare 10.52%
4 Consumer Discretionary 9.97%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$125M 1.35%
1,135,208
-5,900
27
$124M 1.34%
669,316
-414,577
28
$121M 1.31%
986,549
-192,000
29
$109M 1.18%
3,840,339
+7,554
30
$106M 1.15%
1,662,694
-9,435
31
$83.9M 0.91%
4,054,734
-46,000
32
$60.5M 0.66%
279,650
+54,300
33
$41.7M 0.45%
930,432
+385,792
34
– –
-700,000
35
– –
-4,532,616
36
– –
-419,120
1
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