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
$89.9M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$380K
3 +$359K
4
PG icon
Procter & Gamble
PG
+$245K
5
BAC icon
Bank of America
BAC
+$229K

Top Sells

1 +$3.93M
2 +$1.46M
3 +$434K
4
NSC icon
Norfolk Southern
NSC
+$309K
5
TRN icon
Trinity Industries
TRN
+$280K

Sector Composition

1 Healthcare 18.74%
2 Industrials 16.54%
3 Energy 16.15%
4 Consumer Staples 12%
5 Financials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$608K 0.68%
15,000
52
$354K 0.39%
23,500
+3,500
53
$295K 0.33%
18,500
+4,500
54
-10,000