GCC

Guardian Capital (Canada) Portfolio holdings

AUM $3.37B
1-Year Est. Return 30.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.78B
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$50.5M
2
+$31.1M
3
+$12.4M
4
TRI icon
Thomson Reuters
TRI
+$8.02M
5
VET icon
Vermilion Energy
VET
+$7.1M

Top Sells

1
+$21M
2
+$20.5M
3
+$18.7M
4
MEOH icon
Methanex
MEOH
+$18.3M
5
UNH icon
UnitedHealth
UNH
+$17.9M

Sector Composition

1 Financials 34.55%
2 Energy 19.65%
3 Industrials 10.39%
4 Materials 8.47%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-97,826
202
– –
-3,068
203
– –
-11,274
204
– –
-3,642
205
– –
-3,908
206
– –
-45,610
207
– –
-5,682
208
– –
-315,870
209
– –
-71,951
210
– –
-9,546
211
– –
-24,245
212
– –
-2,814
213
– –
-662,900
214
– –
-3,560
215
– –
-89,681
216
– –
-39,076
5 6 7 8
9