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GIM
Guardian Investment Management Portfolio holdings
AUM
$127M
1-Year Est. Return
22.91%
This Fund
S&P 500
1 Year Est. Return
+22.91%
AUM
$127M
AUM Growth
-$1.62M
(-1.3%)
Holding
60
Top Buys
| 1 | +$418K | |
| 2 | +$391K | |
| 3 | +$380K | |
| 4 |
Amazon
AMZN
|
+$306K |
| 5 |
United Parcel Service
UPS
|
+$292K |
Top Sells
| 1 | +$814K | |
| 2 | +$389K | |
| 3 | +$353K | |
| 4 |
Procter & Gamble
PG
|
+$303K |
| 5 |
Chevron
CVX
|
+$244K |
Sector Composition
| 1 | Technology | 23.21% |
| 2 | Healthcare | 21.33% |
| 3 | Financials | 16.62% |
| 4 | Industrials | 14.62% |
| 5 | Consumer Staples | 10.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Norfolk Southern
NSC
$70.5B
| $391K | 0.31% |
1,361
|
|
||
52
Northrop Grumman
NOC
$78.2B
| $375K | 0.3% |
+550
|
|
||
53
Visa
V
$613B
| $361K | 0.28% |
1,193
|
|
||
54
IBM
IBM
$256B
| $351K | 0.28% |
1,450
|
|
||
55
Pfizer
PFE
$149B
| $309K | 0.24% |
11,010
-350
|
|
||
56
Duke Energy
DUK
$97.4B
| $300K | 0.24% |
+2,289
|
|
||
57
Goodyear
GT
$1.84B
| $286K | 0.23% |
43,200
-800
|
|
||
58
MP Materials
MP
$10.2B
| $277K | 0.22% |
5,750
|
|
||
|
59
United Parcel Service
UPS
$91.9B
| $268K | 0.21% |
+2,725
|
|
||
|
PSKY
60
Paramount Skydance Corp
PSKY
$11.7B
| $193K | 0.15% |
21,441
-2,200
|
|