GI
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GUARDIAN INVESTOR SERVICES LLC13F | |
| GUARDIAN INVESTOR SERVICES LLC | |
| Last update 2015-05-05 | 501 Stocks (10 new) |
| Value $126.00 Mil | Turnover 2 % |
| Portfolio Report | |
GUARDIAN INVESTOR SERVICES LLC... Top Holdings of 2015-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 160,900 | 5005.000 | -0.87% | 3.960 | -0.03% | 0.000 | +3.19% | +17.04% | 3393577.842 | Hardware | |
XOM | Exxon Mobil Corp | 28,968 | 2462.000 | -1.13% | 1.950 | -0.02% | 0.000 | +1.92% | +23.43% | 529916.547 | Oil & Gas | |
MSFT | Microsoft Corp | 56,654 | 2303.000 | -0.66% | 1.820 | -0.01% | 0.000 | +4.06% | +12.99% | 3145028.920 | Software | |
JNJ | Johnson & Johnson | 19,202 | 1932.000 | -0.85% | 1.530 | -0.01% | 0.000 | -3.56% | -0.08% | 368655.229 | Drug Manufacturers | |
BRK.B | Berkshire Hathaway Inc | 12,595 | 1818.000 | -0.17% | 1.440 | 0% | 0.000 | +8.58% | +31.03% | 1008868.352 | Insurance | |
WFC | Wells Fargo & Co | 32,379 | 1761.000 | -0.87% | 1.390 | -0.01% | 0.000 | +40.28% | +51.42% | 242071.616 | Banks | |
GE | General Electric Co | 8,688 | 1724.000 | +0.04% | 1.360 | 0% | 0.010 | +9.14% | +79.54% | 197432.071 | Aerospace & Defense | |
JPM | JPMorgan Chase & Co | 25,748 | 1560.000 | -0.45% | 1.230 | -0.01% | 0.000 | +17.04% | +44.37% | 676104.003 | Banks | |
PG | Procter & Gamble Co | 18,650 | 1528.000 | -0.20% | 1.210 | 0% | 0.000 | +0.15% | +16.15% | 391737.643 | Consumer Packaged Goods | |
PFE | Pfizer Inc | 42,325 | 1472.000 | -2.91% | 1.160 | -0.03% | 0.000 | -6.80% | -3.77% | 148106.784 | Drug Manufacturers |
GUARDIAN INVESTOR SERVICES LLC's Historical Top Holdings Breakdowns
GUARDIAN INVESTOR SERVICES LLC Total Holding History ($B)
GUARDIAN INVESTOR SERVICES LLC's Asset Allocation
GUARDIAN INVESTOR SERVICES LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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GUARDIAN INVESTOR SERVICES LLC's Hypothetical Growth since 2015-03-31
GUARDIAN INVESTOR SERVICES LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
GUARDIAN INVESTOR SERVICES LLC's Holdings Heat Map
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GUARDIAN INVESTOR SERVICES LLC's Holdings Bubble Chart
GUARDIAN INVESTOR SERVICES LLC News
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