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
$115M
AUM Growth
+$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.09M
3
+$829K
4
PARA
Paramount Global Class B
PARA
+$752K
5
DD icon
DuPont de Nemours
DD
+$649K

Top Sells

1
+$4.68M
2
+$1.27M
3
+$315K
4
SLB icon
SLB Limited
SLB
+$283K
5
CSX icon
CSX Corp
CSX
+$155K

Sector Composition

1 Technology 23.05%
2 Healthcare 21.36%
3 Industrials 14.67%
4 Financials 12.48%
5 Communication Services 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$409K 0.36%
13,650
-200
52
$315K 0.27%
17,207
53
$295K 0.26%
44,465
54
$289K 0.25%
10,021
-2,070
55
$273K 0.24%
14,000
56
– –
-11,362
57
– –
-15,250
1 2
3