GIM
Guardian Investment Management Portfolio holdings
AUM
$128M
1-Year Est. Return
20.91%
This Fund
S&P 500
1 Year Est. Return
+20.91%
AUM
$128M
AUM Growth
+$10.7M
(+9.1%)
Holding
56
Top Buys
| 1 | +$9.44M | |
| 2 | +$369K | |
| 3 | +$242K | |
| 4 |
Cisco
CSCO
|
+$66.8K |
| 5 |
Chevron
CVX
|
+$60.9K |
Top Sells
| 1 | +$615K | |
| 2 | +$505K | |
| 3 | +$427K | |
| 4 |
Applied Materials
AMAT
|
+$287K |
| 5 |
Microsoft
MSFT
|
+$200K |
Sector Composition
| 1 | Technology | 24.81% |
| 2 | Healthcare | 20.83% |
| 3 | Financials | 20.66% |
| 4 | Industrials | 12.73% |
| 5 | Consumer Staples | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Visa
V
$591B
| $418K | 0.33% |
1,193
|
|
||
52
Norfolk Southern
NSC
$65B
| $393K | 0.31% |
1,361
|
|
||
53
Goodyear
GT
$1.94B
| $385K | 0.3% |
44,000
-2,000
|
|
||
|
PSKY
54
Paramount Skydance Corp
PSKY
$10.8B
| $317K | 0.25% |
+23,641
|
|
||
55
MP Materials
MP
$10.2B
| $290K | 0.23% |
5,750
-1,750
|
|
||
56
Pfizer
PFE
$151B
| $283K | 0.22% |
11,360
-2,950
|
|