GIM
Guardian Investment Management Portfolio holdings
AUM
$99.4M
1-Year Return
11.83%
This Quarter Return
+1.28%
1 Year Return
+11.83%
3 Year Return
+64.88%
5 Year Return
+119.34%
10 Year Return
+224.2%
AUM
$69.4M
AUM Growth
–
Cap. Flow
+$69.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.01%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Chevron
CVX
|
$6.01M |
| 2 |
Exxon Mobil
XOM
|
$4.99M |
| 3 |
AT&T
T
|
$3.48M |
| 4 |
Johnson & Johnson
JNJ
|
$2.59M |
| 5 |
Procter & Gamble
PG
|
$2.32M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 21.73% |
| 2 | Industrials | 19.09% |
| 3 | Healthcare | 16.65% |
| 4 | Consumer Staples | 14.95% |
| 5 | Technology | 6.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alcoa
AA
$8.1B
| $176K | 0.25% |
+9,363
| New | +$176K |
|