GIM

Generation Investment Management Portfolio holdings

AUM $15.7B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.5B
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$259M
3
+$165M
4
CTSH icon
Cognizant
CTSH
+$157M
5
TWLO icon
Twilio
TWLO
+$103M

Top Sells

1
+$191M
2
+$143M
3
+$105M
4
AYI icon
Acuity Brands
AYI
+$102M
5
DE icon
Deere & Co
DE
+$87.6M

Sector Composition

1 Technology 34.39%
2 Healthcare 18.97%
3 Industrials 14.01%
4 Financials 9.74%
5 Communication Services 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$152M 1.05%
1,471,218
-451,085
27
$152M 1.05%
2,988,148
+439,266
28
$126M 0.87%
1,456,860
-613,260
29
$103M 0.7%
+932,356
30
$92.9M 0.64%
376,531
+19
31
$70.2M 0.48%
314,574
-125
32
$44.6M 0.31%
961,098
+127,334
33
$31.2M 0.21%
105,050
+17,200
34
$27.7M 0.19%
+839,547
35
$23.4M 0.16%
5,384,680
-43,967,040
36
$7.47M 0.05%
160,665
-57,620
1
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