GIM

Gold Investment Management Portfolio holdings

AUM $298M
1-Year Est. Return 21.66%
This Quarter Est. Return
1 Year Est. Return
+21.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.01M
3
+$670K
4
TM icon
Toyota
TM
+$564K
5
AMAT icon
Applied Materials
AMAT
+$562K

Top Sells

1
+$2.11M
2
+$2M
3
+$1.51M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.25M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$1.15M

Sector Composition

1 Financials 29.93%
2 Technology 15.04%
3 Industrials 13.47%
4 Healthcare 6.13%
5 Energy 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
101
Amgen
AMGN
$181B
$270K 0.1%
945
MMM icon
102
3M
MMM
$89B
$268K 0.1%
1,760
+1
CVE icon
103
Cenovus Energy
CVE
$34.3B
$267K 0.1%
19,621
+164
MS icon
104
Morgan Stanley
MS
$260B
$262K 0.1%
1,856
MCD icon
105
McDonald's
MCD
$219B
$254K 0.1%
854
+3
LIN icon
106
Linde
LIN
$198B
$236K 0.09%
495
IJH icon
107
iShares Core S&P Mid-Cap ETF
IJH
$98.7B
$234K 0.09%
3,725
BDX icon
108
Becton Dickinson
BDX
$55.3B
$198K 0.07%
1,147
WFG icon
109
West Fraser Timber
WFG
$4.72B
$197K 0.07%
2,690
TXN icon
110
Texas Instruments
TXN
$145B
$191K 0.07%
906
-25
XLV icon
111
Health Care Select Sector SPDR Fund
XLV
$37.4B
$181K 0.07%
1,321
WPM icon
112
Wheaton Precious Metals
WPM
$47.3B
$177K 0.07%
1,974
+7
EQIX icon
113
Equinix
EQIX
$77.1B
$177K 0.07%
222
XOM icon
114
Exxon Mobil
XOM
$503B
$174K 0.07%
1,597
+14
HD icon
115
Home Depot
HD
$361B
$168K 0.06%
450
IBIT icon
116
iShares Bitcoin Trust
IBIT
$72.1B
$163K 0.06%
2,723
+859
MET icon
117
MetLife
MET
$51.8B
$159K 0.06%
1,960
PG icon
118
Procter & Gamble
PG
$345B
$147K 0.06%
910
+2
MRVL icon
119
Marvell Technology
MRVL
$74.5B
$138K 0.05%
1,807
PM icon
120
Philip Morris
PM
$242B
$133K 0.05%
750
GOOGL icon
121
Alphabet (Google) Class A
GOOGL
$3.34T
$131K 0.05%
744
TER icon
122
Teradyne
TER
$26.6B
$131K 0.05%
1,422
BX icon
123
Blackstone
BX
$109B
$130K 0.05%
850
-309
STAG icon
124
STAG Industrial
STAG
$7.18B
$126K 0.05%
3,447
-1,900
NNN icon
125
NNN REIT
NNN
$7.83B
$117K 0.04%
2,692
-4,789
3 4
5
6 7