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GIM

Guardian Investment Management Portfolio holdings

AUM $127M
1-Year Est. Return 22.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
-$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$418K
2
+$391K
3
+$380K
4
AMZN icon
Amazon
AMZN
+$306K
5
UPS icon
United Parcel Service
UPS
+$292K

Top Sells

1
+$814K
2
+$389K
3
+$353K
4
PG icon
Procter & Gamble
PG
+$303K
5
CVX icon
Chevron
CVX
+$244K

Sector Composition

1 Technology 23.21%
2 Healthcare 21.33%
3 Financials 16.62%
4 Industrials 14.62%
5 Consumer Staples 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
26
3M
MMM
$82.6B
$1.38M 1.09%
9,500
CSCO icon
27
Cisco
CSCO
$477B
$1.37M 1.08%
17,645
AXP icon
28
American Express
AXP
$222B
$1.36M 1.07%
4,492
INTC icon
29
Intel
INTC
$626B
$1.26M 0.99%
28,475
-2,075
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$4.39T
$1.1M 0.86%
3,809
+79
AMAT icon
31
Applied Materials
AMAT
$450B
$1.04M 0.82%
3,030
-1,048
C icon
32
Citigroup
C
$238B
$1.03M 0.81%
9,075
-38
GS icon
33
Goldman Sachs
GS
$314B
$1.02M 0.8%
1,203
BIIB icon
34
Biogen
BIIB
$29.5B
$1.01M 0.8%
5,500
+100
WBD icon
35
Warner Bros
WBD
$67.6B
$954K 0.75%
34,750
-5,000
DE icon
36
Deere & Co
DE
$156B
$900K 0.71%
1,598
+20
TXN icon
37
Texas Instruments
TXN
$274B
$874K 0.69%
4,500
T icon
38
AT&T
T
$164B
$860K 0.68%
29,682
+56
MU icon
39
Micron Technology
MU
$1.11T
$828K 0.65%
2,451
-474
CMCSA icon
40
Comcast
CMCSA
$87.5B
$746K 0.59%
26,000
-7,000
PJT icon
41
PJT Partners
PJT
$3.93B
$596K 0.47%
4,263
+4
MDLZ icon
42
Mondelez International
MDLZ
$80.9B
$566K 0.45%
9,817
-846
ABT icon
43
Abbott
ABT
$154B
$539K 0.43%
5,250
-500
GILD icon
44
Gilead Sciences
GILD
$156B
$523K 0.41%
3,750
PEP icon
45
PepsiCo
PEP
$197B
$520K 0.41%
3,350
-430
HD icon
46
Home Depot
HD
$327B
$487K 0.38%
1,481
BMY icon
47
Bristol-Myers Squibb
BMY
$117B
$458K 0.36%
7,550
-450
EMR icon
48
Emerson Electric
EMR
$80.1B
$443K 0.35%
3,380
+3
B
49
Barrick Mining
B
$67.4B
$413K 0.33%
10,125
-75
RTX icon
50
RTX Corp
RTX
$247B
$405K 0.32%
+2,100
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