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
$6.96B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$156M
3
+$146M
4
EBAY icon
eBay
EBAY
+$112M
5
SIRO
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
+$112M

Top Sells

1
+$176M
2
+$155M
3
+$134M
4
SYY icon
Sysco
SYY
+$113M
5
BDX icon
Becton Dickinson
BDX
+$76.5M

Sector Composition

1 Technology 31.96%
2 Healthcare 23.59%
3 Consumer Discretionary 12.98%
4 Financials 8.61%
5 Industrials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$558M 8.02%
7,106,939
+123,998
2
$534M 7.67%
25,134,828
-8,267,658
3
$501M 7.2%
6,742,981
-963,739
4
$434M 6.24%
9,522,402
+1,146,017
5
$422M 6.06%
3,742,999
+316,506
6
$410M 5.89%
8,642,922
-1,206,233
7
$387M 5.56%
5,098,075
+112,637
8
$328M 4.71%
13,869,021
+4,756,716
9
$319M 4.59%
3,651,898
+1,282,262
10
$296M 4.25%
3,211,454
-504,463
11
$275M 3.96%
2,028,327
-563,588
12
$275M 3.95%
5,916,958
+1,131,307
13
$229M 3.28%
896,749
+573,167
14
$228M 3.28%
+8,618,698
15
$215M 3.09%
3,733,567
-945,486
16
$210M 3.01%
13,515,940
+2,060,360
17
$196M 2.81%
3,668,183
+47,507
18
$189M 2.72%
2,204,026
+31,868
19
$159M 2.29%
1,942,055
+1,900,655
20
$158M 2.27%
1,237,846
+17,758
21
$152M 2.19%
913,251
-190,998
22
$123M 1.77%
821,441
-894,978
23
$120M 1.72%
2,496,628
+877,228
24
$109M 1.57%
2,440,468
+37,500
25
$87.7M 1.26%
3,791,314
+94,324
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