GC
Guardian Capital Portfolio holdings
AUM $2.54B
This Quarter Return
+0.98%
1 Year Return
+7.17%
3 Year Return
+17.44%
5 Year Return
+138.29%
10 Year Return
+164.68%
AUM
$2.54B
AUM Growth
-$149M (-6%)
Cap. Flow
-$137M
Cap. Flow % of AUM
-5.4%
Top 10 Holdings %Top 10 Hldgs %
40.31%
Holding
134
New
9
Increased
52
Reduced
64
Closed
2
Top Buys
1 | $4.51M | |
2 | $3.61M | |
3 | $3.26M | |
4 | $2.09M | |
5 | $1.65M |
Top Sells
1 | $23M | |
2 | $17.3M | |
3 | $12.7M | |
4 | $12.2M | |
5 | $11.6M |
Sector Composition
1 | Financials | 29.03% |
2 | Technology | 15.87% |
3 | Energy | 13.55% |
4 | Industrials | 8.96% |
5 | Materials | 8.07% |