Generation Investment Management

Generation Investment Management as of Dec. 31, 2010

Portfolio Holdings for Generation Investment Management

Generation Investment Management holds 24 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Northern Trust Corporation (NTRS) 8.7 $263M 4.8M 54.44
Henry Schein (HSIC) 7.8 $236M 3.9M 60.33
Becton, Dickinson and (BDX) 7.6 $230M 2.8M 83.09
Paychex (PAYX) 5.8 $178M 5.8M 30.37
Qualcomm (QCOM) 5.5 $166M 3.4M 48.62
Quanta Services (PWR) 5.0 $154M 7.8M 19.62
Amdocs Ltd ord (DOX) 5.0 $152M 5.6M 26.99
Jones Lang LaSalle Incorporated (JLL) 4.8 $148M 1.8M 82.47
Plum Creek Timber 4.8 $145M 3.9M 36.88
Varian Medical Systems 4.5 $136M 2.0M 68.08
Colgate-Palmolive Company (CL) 4.2 $127M 1.6M 78.98
C.R. Bard 3.9 $120M 1.3M 90.15
eBay (EBAY) 3.7 $112M 4.1M 27.35
Greenhill & Co 3.6 $111M 1.4M 80.25
Verisk Analytics (VRSK) 3.4 $105M 3.1M 33.48
Brown & Brown (BRO) 3.4 $103M 4.4M 23.52
T. Rowe Price (TROW) 3.2 $97M 1.5M 63.41
First Solar (FSLR) 3.1 $94M 732k 128.06
Strayer Education 3.1 $93M 623k 149.58
Blackbaud (BLKB) 2.1 $64M 2.5M 25.44
Laboratory Corp. of America Holdings (LH) 2.1 $64M 736k 86.37
Ansys (ANSS) 1.9 $58M 1.1M 51.17
Visa (V) 1.9 $59M 846k 69.15
Longtop Financial Technologies 1.0 $31M 858k 35.55