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
$93.2M
AUM Growth
+$3.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$853K
2
+$495K
3
+$171K
4
XOM icon
Exxon Mobil
XOM
+$157K
5
AAPL icon
Apple
AAPL
+$70.2K

Top Sells

1
+$11.7M
2
+$648K
3
+$350K
4
BMY icon
Bristol-Myers Squibb
BMY
+$234K
5
DD
Du Pont De Nemours E I
DD
+$180K

Sector Composition

1 Healthcare 15.96%
2 Technology 15.47%
3 Industrials 15.44%
4 Consumer Staples 13.98%
5 Financials 13.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$353K 0.38%
25,075
52
$301K 0.32%
18,636
-3,200
53
$267K 0.29%
25,340
-8,274
54
$263K 0.28%
38,865
+1,865
55
– –
-4,800
56
– –
-103
1 2
3