GIS
Guardian Investor Services Portfolio holdings
AUM
$126M
This Quarter Return
+3.18%
1 Year Return
+14.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.12%
Holding
500
New
500
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$3.29M |
| 2 |
Apple
AAPL
|
$3.02M |
| 3 |
Microsoft
MSFT
|
$2.11M |
| 4 |
GE Aerospace
GE
|
$1.96M |
| 5 |
Johnson & Johnson
JNJ
|
$1.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 15.83% |
| 2 | Technology | 14.14% |
| 3 | Healthcare | 13.27% |
| 4 | Energy | 10.2% |
| 5 | Consumer Staples | 10.03% |
