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
$140M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$1.46M
3
+$1.22M
4
AMGN icon
Amgen
AMGN
+$1.09M
5
GEV icon
GE Vernova
GEV
+$918K

Top Sells

1
+$2.15M
2
+$716K
3
+$526K
4
PARA
Paramount Global Class B
PARA
+$521K
5
BIIB icon
Biogen
BIIB
+$438K

Sector Composition

1 Financials 28.07%
2 Technology 24.76%
3 Healthcare 15.64%
4 Consumer Staples 11.12%
5 Industrials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$441K 0.31%
4,089
-260
52
$439K 0.31%
4,750
-900
53
$436K 0.31%
16,542
-3,810
54
$423K 0.3%
3,633
-466
55
$371K 0.26%
9,280
-2,260
56
$357K 0.26%
39,700
-500
57
$342K 0.24%
4,450
58
– –
-21,683
59
– –
-49,028
60
– –
-3,550
1 2
3