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
$90.5M
AUM Growth
-$9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$350K
2 +$134K
3 +$130K
4
CSCO icon
Cisco
CSCO
+$70.6K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$65.9K

Top Sells

1 +$2.26M
2 +$1.49M
3 +$672K
4
MSFT icon
Microsoft
MSFT
+$223K
5
BA icon
Boeing
BA
+$178K

Sector Composition

1 Healthcare 22.98%
2 Industrials 15.49%
3 Technology 15.47%
4 Financials 14.42%
5 Energy 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$341K 0.38%
10,300
+300
52
$318K 0.35%
16,240
53
$311K 0.34%
17,700
+3,750
54
-17,794
55
-18,450
56
-9,178