GIM

Guardian Investment Management Portfolio holdings

AUM $99.4M
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.2M
AUM Growth
+$3.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$853K
2
+$495K
3
+$171K
4
XOM icon
Exxon Mobil
XOM
+$157K
5
AAPL icon
Apple
AAPL
+$70.2K

Top Sells

1
+$11.7M
2
+$648K
3
+$350K
4
BMY icon
Bristol-Myers Squibb
BMY
+$234K
5
DD
Du Pont De Nemours E I
DD
+$180K

Sector Composition

1 Healthcare 15.96%
2 Technology 15.47%
3 Industrials 15.44%
4 Consumer Staples 13.98%
5 Financials 13.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 1.54%
24,216
+700
27
$1.32M 1.42%
19,900
-2,700
28
$1.32M 1.42%
10,400
-500
29
$1.32M 1.42%
19,429
+160
30
$1.3M 1.39%
1,400
-12,600
31
$1.26M 1.35%
46,500
32
$1.25M 1.35%
19,000
33
$1.19M 1.27%
26,450
34
$1.17M 1.26%
26,066
-500
35
$1.15M 1.23%
7,089
-49
36
$1.12M 1.2%
12,700
37
$1.06M 1.14%
15,175
+300
38
$942K 1.01%
14,365
39
$926K 0.99%
13,080
+80
40
$906K 0.97%
6,850
-4,900
41
$879K 0.94%
20,404
-1,761
42
$876K 0.94%
50,699
-1,527
43
$853K 0.92%
+12,636
44
$852K 0.91%
49,730
+3,294
45
$821K 0.88%
14,970
-30
46
$758K 0.81%
16,225
-187
47
$666K 0.71%
10,000
48
$510K 0.55%
17,000
49
$498K 0.53%
57,585
-6,000
50
$495K 0.53%
+11,000
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