GIM
Generation Investment Management Portfolio holdings
AUM
$15.7B
This Quarter Return
+0.35%
1 Year Return
+20.47%
3 Year Return
+91.36%
5 Year Return
+135.01%
10 Year Return
+343.62%
AUM
$14.5B
AUM Growth
+$14.5B
(+0.27%)
Cap. Flow
+$84.1M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
55.89%
Holding
36
New
2
Increased
17
Reduced
17
Closed
–
Top Buys
1 |
Alphabet (Google) Class C
GOOG
|
$274M |
2 |
Charles Schwab
SCHW
|
$259M |
3 |
Salesforce
CRM
|
$165M |
4 |
Cognizant
CTSH
|
$157M |
5 |
Twilio
TWLO
|
$103M |
Top Sells
1 |
NVIDIA
NVDA
|
$191M |
2 |
Equifax
EFX
|
$143M |
3 |
Cooper Companies
COO
|
$105M |
4 |
Acuity Brands
AYI
|
$102M |
5 |
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% |