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
$133M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$2.56M
3
+$1.82M
4
MSFT icon
Microsoft
MSFT
+$1.71M
5
AAPL icon
Apple
AAPL
+$1.56M

Top Sells

1
+$9.38M
2
+$4.52M
3
+$2.16M
4
WMT icon
Walmart
WMT
+$1.48M
5
JPM icon
JPMorgan Chase
JPM
+$840K

Sector Composition

1 Technology 26.53%
2 Healthcare 18.99%
3 Industrials 13.88%
4 Financials 13.69%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.59%
9,152
+2,465
27
$1.92M 1.44%
19,925
+14,226
28
$1.83M 1.37%
23,700
+5,000
29
$1.7M 1.28%
37,587
-32,658
30
$1.66M 1.24%
13,817
+434
31
$1.63M 1.22%
31,600
+6,100
32
$1.56M 1.17%
8,250
+50
33
$1.54M 1.16%
17,117
+10,200
34
$1.49M 1.12%
5,125
+125
35
$1.44M 1.08%
27,040
-84,620
36
$1.41M 1.06%
19,430
+2,450
37
$1.33M 1%
10,000
+5,225
38
$1.2M 0.9%
20,550
+8,000
39
$1.19M 0.89%
67,479
+30,279
40
$1.19M 0.89%
8,940
+4,900
41
$1.06M 0.79%
3,950
+25
42
$976K 0.73%
20,636
+11,586
43
$927K 0.69%
14,910
44
$873K 0.65%
13,500
+5,700
45
$864K 0.65%
4,682
+707
46
$823K 0.62%
2,695
+415
47
$713K 0.53%
3,600
-205
48
$692K 0.52%
8,960
+4,450
49
$672K 0.5%
13,750
+250
50
$599K 0.45%
1,600
1
2
3