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
$7.46B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$202M
3
+$183M
4
DE icon
Deere & Co
DE
+$182M
5
LNKD
LinkedIn Corporation
LNKD
+$141M

Top Sells

1
+$201M
2
+$134M
3
+$98.9M
4
AMZN icon
Amazon
AMZN
+$86.7M
5
VAR
Varian Medical Systems, Inc.
VAR
+$76.3M

Sector Composition

1 Technology 34.91%
2 Healthcare 15.76%
3 Industrials 15.23%
4 Consumer Discretionary 7.25%
5 Financials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$660M 8.85%
14,947,484
+4,583,304
2
$580M 7.78%
9,267,146
+2,923,768
3
$483M 6.47%
3,762,972
+3,328
4
$462M 6.2%
5,813,334
-697,799
5
$424M 5.68%
9,577,505
+8,601
6
$417M 5.59%
4,301,201
+1,873,058
7
$401M 5.38%
3,998,027
+40,395
8
$345M 4.63%
1,458,660
+58,585
9
$318M 4.26%
11,770,320
-31,092
10
$307M 4.12%
4,991,215
-3,259,128
11
$303M 4.06%
4,100,148
-1,031,917
12
$281M 3.76%
11,827,170
-1,253,964
13
$268M 3.59%
2,932,696
+278,650
14
$252M 3.38%
+3,735,391
15
$208M 2.78%
1,502,049
+105
16
$204M 2.74%
3,663,939
+1,068
17
$191M 2.57%
1,900,293
-1,326,285
18
$171M 2.29%
2,202,089
+4,272
19
$168M 2.25%
7,726,280
-3,992,780
20
$141M 1.88%
+679,994
21
$138M 1.85%
2,840,746
+580
22
$135M 1.8%
2,490,382
+802
23
$119M 1.6%
840,859
-393,532
24
$115M 1.54%
671,517
-147,802
25
$111M 1.48%
4,364,315
-3,901,882
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