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
$133M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.75M
2 +$2.56M
3 +$1.82M
4
MSFT icon
Microsoft
MSFT
+$1.71M
5
AAPL icon
Apple
AAPL
+$1.56M

Top Sells

1 +$9.38M
2 +$4.52M
3 +$2.16M
4
WMT icon
Walmart
WMT
+$1.48M
5
JPM icon
JPMorgan Chase
JPM
+$840K

Sector Composition

1 Technology 26.53%
2 Healthcare 18.99%
3 Industrials 13.88%
4 Financials 13.69%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$581K 0.44%
38,726
52
$399K 0.3%
14,000
+500
53
$360K 0.27%
29,465
54
$230K 0.17%
212,784
+192,250