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
$20.6B
AUM Growth
+$1.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$389M
2
+$238M
3
+$194M
4
TYGO icon
Tigo Energy
TYGO
+$149M
5
CSL icon
Carlisle Companies
CSL
+$141M

Top Sells

1
+$187M
2
+$136M
3
+$133M
4
CRM icon
Salesforce
CRM
+$131M
5
PTC icon
PTC
PTC
+$123M

Sector Composition

1 Technology 42.68%
2 Healthcare 22.98%
3 Consumer Discretionary 12.17%
4 Industrials 10.4%
5 Real Estate 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$300M 1.45%
6,581,318
-71,230
27
$294M 1.42%
13,028,098
-2,477,304
28
$261M 1.27%
1,160,962
-19,969
29
$185M 0.9%
4,624,640
-78,995
30
$160M 0.77%
8,495,548
-765,440
31
$149M 0.72%
+8,010,578
32
$113M 0.55%
2,015,362
-504,011
33
$104M 0.5%
1,159,426
+4,328
34
$99.6M 0.48%
+503,480
35
$66.3M 0.32%
466,012
-866,792
36
$51.6M 0.25%
791,082
+3,863
37
$34M 0.16%
877,336
+83,292
38
$30.4M 0.15%
6,789,560
39
$29.3M 0.14%
425,124
40
$26M 0.13%
58,560
41
$22M 0.11%
1,000,000
42
$15.5M 0.08%
881,626
+6,014
43
$8.61M 0.04%
494,751
+2,907
44
$6.22M 0.03%
5,183,736
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