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
$146M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$702K
3 +$567K
4
BMY icon
Bristol-Myers Squibb
BMY
+$501K
5
WMT icon
Walmart
WMT
+$458K

Top Sells

1 +$59M
2 +$24.9M
3 +$1.42M
4
CMCSA icon
Comcast
CMCSA
+$1.14M
5
CSX icon
CSX Corp
CSX
+$784K

Sector Composition

1 Technology 24.81%
2 Healthcare 19.68%
3 Financials 16.61%
4 Industrials 14.72%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$566K 0.39%
28,000
+8,000
52
$452K 0.31%
11,100
-1,000
53
$397K 0.27%
12,715
-2,000
54
$382K 0.26%
11,950
-300
55
$378K 0.26%
14,000
56
$328K 0.22%
29,465