GIM
Guardian Investment Management Portfolio holdings
AUM
$128M
1-Year Est. Return
20.91%
This Fund
S&P 500
1 Year Est. Return
+20.91%
AUM
$118M
AUM Growth
+$18.2M
(+18%)
Holding
60
Top Buys
| 1 | +$2.97M | |
| 2 | +$1.46M | |
| 3 | +$1.02M | |
| 4 |
Goldman Sachs
GS
|
+$891K |
| 5 |
PJT Partners
PJT
|
+$811K |
Top Sells
| 1 | +$1.92M | |
| 2 | +$1.2M | |
| 3 | +$1.03M | |
| 4 |
PepsiCo
PEP
|
+$900K |
| 5 |
Amgen
AMGN
|
+$719K |
Sector Composition
| 1 | Technology | 26.81% |
| 2 | Healthcare | 21.8% |
| 3 | Financials | 14.31% |
| 4 | Industrials | 13.17% |
| 5 | Consumer Staples | 10.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Norfolk Southern
NSC
$65B
| $409K | 0.35% |
+1,361
|
|
||
52
Visa
V
$591B
| $407K | 0.35% |
1,193
-5,537
|
|
||
53
Pfizer
PFE
$151B
| $365K | 0.31% |
14,310
+558
|
|
||
54
Goodyear
GT
$1.94B
| $344K | 0.29% |
46,000
+4,500
|
|
||
|
B
55
Barrick Mining
B
$70.9B
| $336K | 0.29% |
+10,250
|
|
||
56
Estee Lauder
EL
$31.8B
| – | – |
-4,250
|
|
||
57
Merck
MRK
$286B
| – | – |
-15,100
|
|
||
58
Northrop Grumman
NOC
$104B
| – | – |
-692
|
|
||
59
RTX Corp
RTX
$275B
| – | – |
-2,300
|
|
||
60
SLB Ltd
SLB
$67.1B
| – | – |
-30,400
|
|