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
$140M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$1.46M
3
+$1.22M
4
AMGN icon
Amgen
AMGN
+$1.09M
5
GEV icon
GE Vernova
GEV
+$918K

Top Sells

1
+$2.15M
2
+$716K
3
+$526K
4
PARA
Paramount Global Class B
PARA
+$521K
5
BIIB icon
Biogen
BIIB
+$438K

Sector Composition

1 Financials 28.07%
2 Technology 24.76%
3 Healthcare 15.64%
4 Consumer Staples 11.12%
5 Industrials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.96%
7,600
-110
27
$1.31M 0.94%
35,000
28
$1.29M 0.92%
21,845
-2,530
29
$1.29M 0.92%
4,342
-25
30
$1.27M 0.9%
63,100
-3,240
31
$1.24M 0.88%
10,932
-650
32
$1.22M 0.87%
+31,700
33
$1.12M 0.8%
7,300
-2,865
34
$1.05M 0.75%
46,226
-4,400
35
$975K 0.7%
5,200
36
$918K 0.66%
+2,790
37
$907K 0.65%
12,890
-2,100
38
$907K 0.65%
2,331
39
$898K 0.64%
84,914
-1,917
40
$803K 0.57%
+1,403
41
$802K 0.57%
6,474
-300
42
$750K 0.54%
12,550
43
$644K 0.46%
2,200
-600
44
$642K 0.46%
11,350
45
$606K 0.43%
1,430
-200
46
$569K 0.41%
3,250
47
$528K 0.38%
2,400
-375
48
$479K 0.34%
3,800
-275
49
$452K 0.32%
+43,178
50
$451K 0.32%
2,936
-854
1
2
3