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
$126M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$948K
3
+$868K
4
JPM icon
JPMorgan Chase
JPM
+$307K
5
XOM icon
Exxon Mobil
XOM
+$210K

Top Sells

1
+$2.64M
2
+$931K
3
+$400K
4
SLB icon
SLB Limited
SLB
+$205K
5
INTC icon
Intel
INTC
+$186K

Sector Composition

1 Technology 22.51%
2 Healthcare 17.89%
3 Industrials 16.06%
4 Financials 13.88%
5 Communication Services 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.33%
20,950
-5,000
27
$1.61M 1.28%
14,914
28
$1.6M 1.27%
17,582
29
$1.55M 1.23%
10,491
+8
30
$1.52M 1.21%
25,960
-200
31
$1.51M 1.2%
11,796
-201
32
$1.51M 1.2%
38,037
33
$1.44M 1.14%
26,351
34
$1.39M 1.1%
10,800
+10
35
$1.35M 1.08%
15,591
36
$1.34M 1.06%
27,900
-1,050
37
$1.25M 1%
22,800
38
$1.2M 0.96%
22,400
+500
39
$1.17M 0.93%
62,000
40
$1.12M 0.89%
85,499
-3,500
41
$1.08M 0.86%
31,550
+500
42
$948K 0.75%
+21,250
43
$934K 0.74%
10,590
44
$868K 0.69%
+20,705
45
$771K 0.61%
14,400
46
$766K 0.61%
11,772
47
$744K 0.59%
14,786
-18,500
48
$742K 0.59%
25,090
-976
49
$680K 0.54%
16,517
+400
50
$622K 0.49%
39,979
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