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
$106M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$928K
2 +$455K
3 +$246K
4
WBD icon
Warner Bros
WBD
+$45.1K
5
INTC icon
Intel
INTC
+$33.8K

Top Sells

1 +$1.09M
2 +$928K
3 +$624K
4
QS icon
QuantumScape
QS
+$497K
5
MP icon
MP Materials
MP
+$274K

Sector Composition

1 Technology 26.11%
2 Healthcare 24.44%
3 Industrials 12.92%
4 Consumer Staples 12.67%
5 Financials 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$383K 0.36%
29,465
52
$378K 0.36%
37,200
+2,900
53
$367K 0.35%
38,726
+4,753
54
$345K 0.33%
3,975
-625
55
-10,000