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GIM

Gold Investment Management Portfolio holdings

AUM $369M
1-Year Est. Return 50.96%
This Fund
S&P 500
This Quarter Est. Return
+11.78%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$234M
AUM Growth
–
Cap. Flow
+$216M
Cap. Flow %
92.58%
Top 10 Hldgs %
27.58%
Holding
208
New
208
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$10.1M
2
TD icon
Toronto Dominion Bank
TD
+$7.33M
3
CP icon
Canadian Pacific Kansas City
CP
+$6.89M
4
CNI icon
Canadian National Railway
CNI
+$5.79M
5
UNP icon
Union Pacific
UNP
+$5.35M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 25.28%
2 Industrials 16.76%
3 Technology 12.29%
4 Healthcare 7.73%
5 Energy 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APYX icon
201
Apyx Medical
APYX
$127M
$1.31K ﹤0.01%
+500
New +$1.21K
UL icon
202
Unilever
UL
$134B
$1.21K ﹤0.01%
+22
New +$1.19K
QRVO icon
203
Qorvo
QRVO
$8.53B
$1.13K ﹤0.01%
+10
New +$966
NVS icon
204
Novartis
NVS
$294B
$1.01K ﹤0.01%
+10
New +$965
RIO icon
205
Rio Tinto
RIO
$164B
$894 ﹤0.01%
+12
New +$805
CC icon
206
Chemours
CC
$2.23B
$631 ﹤0.01%
+20
New +$543
SNDL icon
207
Sundial Growers
SNDL
$323M
$479 ﹤0.01%
+292
New +$439
AMC icon
208
AMC Entertainment Holdings
AMC
$2.14B
$73 ﹤0.01%
+12
New +$97
5 6 7 8
9

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MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
V
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OCMH
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Gold Investment Management's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for Gold Investment Management, which disclosed 208 positions worth $234M. Its ten largest holdings account for 28% of the portfolio.

Its largest position is Microsoft: 28,237 shares worth $10.6M.

By sector, the portfolio is most concentrated in Financials at 25% of assets, followed by Industrials and Technology.

  • Gold Investment Management's largest Q4 2023 buy was Microsoft: 28,237 shares worth $10.6M.
  • Gold Investment Management's ten largest holdings make up 28% of its $234M portfolio in Q4 2023.
  • Gold Investment Management disclosed 208 positions in Q4 2023, its first 13F filing on record.

Based on Gold Investment Management's 13F filing for Q4 2023, filed 12 Feb 2024.