We are live on ! Find out more
GIM

Garden Investment Management Portfolio holdings

AUM $586M
1-Year Est. Return 15.35%
This Fund
S&P 500
This Quarter Est. Return
-13.47%
1 Year Est. Return
-15.35%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$586M
AUM Growth
+$83.1M
Cap. Flow
+$183M
Cap. Flow %
31.33%
Top 10 Hldgs %
100%
Holding
2
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

1
FBIN icon
Fortune Brands Innovations
FBIN
+$183M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MIDD icon
1
Middleby
MIDD
$6.12B
$448M 76.52%
3,379,737
– –
FBIN icon
2
Fortune Brands Innovations
FBIN
$5.97B
$137M 23.48%
+3,527,608
New +$183M

Similar funds

OWM
Opes Wealth Management Menlo Park, California $586M AUM 20.17% 1-Year Est. Return
TAM
Talos Asset Management New York $585M AUM 204.8% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
RIS
Retirement Income Solutions Ann Arbor, Michigan $585M AUM 15.74% 1-Year Est. Return
CGIM
Capital Group Investment Management Raffles Quay, Singapore $585M AUM 31.36% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
KI
KTF Investments Seal Beach, California $584M AUM