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
$22.1B
AUM Growth
+$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$308M
2
+$286M
3
+$74.1M
4
EFX icon
Equifax
EFX
+$73.9M
5
CRM icon
Salesforce
CRM
+$73.6M

Top Sells

1
+$260M
2
+$230M
3
+$166M
4
SCHW icon
Charles Schwab
SCHW
+$86.6M
5
MELI icon
Mercado Libre
MELI
+$81.8M

Sector Composition

1 Technology 43.16%
2 Healthcare 22.63%
3 Consumer Discretionary 12.4%
4 Industrials 9.92%
5 Real Estate 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$286M 1.3%
+815,650
27
$272M 1.23%
29,350,954
-372,034
28
$250M 1.13%
1,135,363
-19,480
29
$235M 1.06%
6,598,211
+1,998,012
30
$165M 0.75%
9,052,713
-14,409
31
$149M 0.68%
7,692,320
-300,000
32
$132M 0.6%
898,064
-1,764,342
33
$99.3M 0.45%
1,100,813
-41,018
34
$96.2M 0.44%
499,686
-2,933
35
$85.7M 0.39%
1,531,392
-7,436
36
$74.1M 0.34%
+901,343
37
$58.3M 0.26%
771,226
-17,610
38
$40.9M 0.19%
1,222,257
+201,587
39
$32M 0.15%
6,789,560
40
$21.9M 0.1%
425,124
41
$19M 0.09%
1,000,000
42
$16.1M 0.07%
7,691,221
-183,117
43
$15M 0.07%
638,351
-232,235
44
$7.7M 0.03%
475,466
-14,641
45
– –
-51,603
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