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Latest Gold Investment Management Ltd. Stock Portfolio

Gold Investment Management Ltd. Performance:
2024 Q3: 3.11%YTD: 7.53%
Performance for 2024 Q3 is 3.11%, and YTD is 7.53%.

About Gold Investment Management Ltd. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Gold Investment Management Ltd. reported an equity portfolio of $238.9 Millions as of 30 Sep, 2024.

The top stock holdings of Gold Investment Management Ltd. are MSFT, TSM, . The fund has invested 4.1% of it's portfolio in MICROSOFT CORP and 3% of portfolio in TAIWAN SEMICONDUCTOR MFG LTD.

The fund managers got completely rid off VANGUARD STAR FDS (VXUS), STARBUCKS CORP (SBUX) and VANGUARD SPECIALIZED FUNDS (VIG) stocks. They significantly reduced their stock positions in BOEING CO (BA), LXP INDUSTRIAL TRUST (LXP) and COCA COLA CO (KO). The fund showed a lot of confidence in some stocks as they added substantially to ALBEMARLE CORP (ALB), INTEL CORP (INTC) and ISHARES TR (IJR).

Gold Investment Management Ltd. Annual Return Estimates Vs S&P 500

Our best estimate is that Gold Investment Management Ltd. made a return of 3.11% in the last quarter. In trailing 12 months, it's portfolio return was 14.54%.

New Buys

No new stocks were added by Gold Investment Management Ltd.

Additions

Ticker% Inc.
albemarle corp81.53
intel corp60.00
ishares tr22.77
lam research corp19.26
3m co18.97
honeywell intl inc17.41
bank nova scotia halifax16.58
kla corp12.4
Additions to existing portfolio by Gold Investment Management Ltd.

Reductions

Ticker% Reduced
boeing co-95.78
lxp industrial trust-90.4
coca cola co-79.41
procter and gamble co-58.95
amgen inc-44.51
ishares silver tr-30.96
eli lilly & co-30.4
abbott labs-28.87
Gold Investment Management Ltd. reduced stake in above stock

Sold off

Ticker$ Sold
vanguard star fds-2,529,830
starbucks corp-18,762
cohu inc-1,655
vanguard specialized funds-6,023
amc entmt hldgs inc-75.00
qorvo inc-1,160
aurora cannabis inc-32.00
Gold Investment Management Ltd. got rid off the above stocks

Sector Distribution

Gold Investment Management Ltd. has about 50% of it's holdings in Others sector.

Sector%
Others50
Industrials11.6
Technology10.1
Financial Services9.8
Healthcare6.4
Real Estate5
Energy2.1
Consumer Cyclical2
Consumer Defensive1.7
Communication Services1.1

Market Cap. Distribution

Gold Investment Management Ltd. has about 49.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED50
LARGE-CAP30.3
MEGA-CAP19

Stocks belong to which Index?

About 43.8% of the stocks held by Gold Investment Management Ltd. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others56.2
S&P 50043.8
Top 5 Winners (%)%
TSLA
tesla inc
30.4 %
MMM
3m co
29.1 %
NEM
newmont corp
27.8 %
PSA
public storage
25.5 %
VTR
ventas inc
24.6 %
Top 5 Winners ($)$
LMT
lockheed martin corp
1.1 M
O
realty income corp
0.6 M
WMT
walmart inc
0.6 M
CP
canadian pacific kansas city
0.6 M
UNP
union pac corp
0.4 M
Top 5 Losers (%)%
LRCX
lam research corp
-63.3 %
F
ford mtr co del
-15.6 %
MCK
mckesson corp
-15.3 %
INTC
intel corp
-14.9 %
QCOM
qualcomm inc
-14.6 %
Top 5 Losers ($)$
LRCX
lam research corp
-1.0 M
AMAT
applied matls inc
-0.9 M
MSFT
microsoft corp
-0.5 M
IJR
ishares tr
-0.2 M
MRK
merck & co inc
-0.2 M

Gold Investment Management Ltd. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Gold Investment Management Ltd.

Gold Investment Management Ltd. has 208 stocks in it's portfolio. About 27% of the portfolio is in top 10 stocks. LRCX proved to be the most loss making stock for the portfolio. LMT was the most profitable stock for Gold Investment Management Ltd. last quarter.

Last Reported on: 31 Oct, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions