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
$24.1B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$483M
2
+$397M
3
+$347M
4
SNPS icon
Synopsys
SNPS
+$344M
5
BABA icon
Alibaba
BABA
+$209M

Top Sells

1
+$660M
2
+$523M
3
+$459M
4
IT icon
Gartner
IT
+$375M
5
AYI icon
Acuity Brands
AYI
+$254M

Sector Composition

1 Technology 36.85%
2 Healthcare 28.45%
3 Consumer Discretionary 11.15%
4 Industrials 7.41%
5 Real Estate 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.69B 7.01%
21,006,109
+22,997
2
$1.52B 6.31%
8,851,620
+2,808,120
3
$1.34B 5.56%
10,703,760
+695,420
4
$1.31B 5.42%
23,680,327
+426,293
5
$1.12B 4.66%
4,694,086
-2,185,518
6
$1.04B 4.3%
14,231,636
-3,425,414
7
$993M 4.12%
13,384,504
+35,368
8
$935M 3.88%
3,940,409
+8,832
9
$920M 3.82%
4,708,563
+5,896
10
$889M 3.69%
3,918,719
+921,211
11
$861M 3.57%
1,706,527
+688,019
12
$836M 3.47%
4,854,714
-634,685
13
$816M 3.39%
3,370,874
-1,548,164
14
$718M 2.98%
18,794,321
+24,474
15
$675M 2.8%
10,915,812
-2,480,070
16
$658M 2.73%
4,866,914
-1,271,358
17
$652M 2.7%
3,158,263
+3,992
18
$642M 2.66%
6,481,632
-2,161,332
19
$637M 2.64%
10,979,992
-575,196
20
$631M 2.62%
4,428,977
+5,849
21
$593M 2.46%
6,915,395
-2,932,189
22
$518M 2.15%
1,125,979
-258,595
23
$443M 1.84%
7,003,146
-7,255,909
24
$397M 1.65%
+7,078,866
25
$344M 1.43%
+1,246,089
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