GC

Guardian Capital Portfolio holdings

AUM $2.83B
1-Year Est. Return 22.24%
This Quarter Est. Return
1 Year Est. Return
+22.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.4B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$37.8M
3
+$14.8M
4
AGU
Agrium
AGU
+$10.2M
5
NVO icon
Novo Nordisk
NVO
+$8.01M

Top Sells

1
+$67.2M
2
+$32.8M
3
+$25M
4
RY icon
Royal Bank of Canada
RY
+$19.2M
5
BMO icon
Bank of Montreal
BMO
+$15.5M

Sector Composition

1 Financials 33.67%
2 Energy 18.76%
3 Industrials 10.33%
4 Technology 8.22%
5 Materials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$81.1M 1.27%
1,001,158
-130,940
27
$77.8M 1.22%
859,241
+112,414
28
$69.6M 1.09%
4,101,785
-86,038
29
$59.7M 0.93%
1,326,301
-13,582
30
$56.3M 0.88%
2,584,178
-56,860
31
$53.9M 0.84%
1,196,538
-35,179
32
$53.2M 0.83%
737,481
+32,416
33
$51.6M 0.81%
4,903,738
-90,972
34
$50.5M 0.79%
5,551,295
+94,350
35
$45.9M 0.72%
1,045,201
-1,958
36
$45.8M 0.71%
988,869
-224,531
37
$41.9M 0.65%
1,173,316
-36,408
38
$41.4M 0.65%
+5,103,922
39
$39.4M 0.62%
5,364,639
-1,548,940
40
$33.6M 0.52%
2,533,540
-525,715
41
$31.9M 0.5%
241,063
-4,854
42
$30.9M 0.48%
201,601
-3,568
43
$27.9M 0.44%
3,234,485
+847
44
$27.1M 0.42%
752,364
+2,084
45
$24.8M 0.39%
173,270
-3,683
46
$23.8M 0.37%
429,798
-33,125
47
$23M 0.36%
336,022
-3,837
48
$22.7M 0.35%
934,543
-150,180
49
$22.7M 0.35%
247,884
-4,331
50
$22.3M 0.35%
780,902
-11,022
1
2
3 4 5