GIM
Guardian Investment Management Portfolio holdings
AUM
$99.4M
1-Year Est. Return
11.83%
1 Year Est. Return
+11.83%
AUM
$99.4M
AUM Growth
-$19.4M
(-16%)
Holding
57
Top Buys
| 1 | +$3.3M | |
| 2 | +$2.11M | |
| 3 | +$510K | |
| 4 |
Costco
COST
|
+$499K |
| 5 |
Applied Materials
AMAT
|
+$348K |
Top Sells
| 1 | +$18.2M | |
| 2 | +$2.08M | |
| 3 | +$1.39M | |
| 4 |
American Express
AXP
|
+$1.1M |
| 5 |
Walmart
WMT
|
+$1.09M |
Sector Composition
| 1 | Technology | 25.18% |
| 2 | Healthcare | 24.34% |
| 3 | Consumer Staples | 13.62% |
| 4 | Industrials | 13.09% |
| 5 | Financials | 10.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Visa
V
$664B
| $291K | 0.29% |
6,730
-250
|
|
||
52
Automatic Data Processing
ADP
$114B
| – | – |
-900
|
|
||
|
53
American Express
AXP
$239B
| – | – |
-4,092
|
|
||
54
Blackstone
BX
$122B
| – | – |
-129,915
|
|
||
55
Goldman Sachs
GS
$232B
| – | – |
-1,203
|
|
||
|
PARAA
56
DELISTED
Paramount Global Class A
PARAA
| – | – |
-42,750
|
|
||
57
United Parcel Service
UPS
$73.2B
| – | – |
-2,300
|
|