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
$6.78B
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$32.6M
3
+$12.7M
4
TRI icon
Thomson Reuters
TRI
+$7.8M
5
VET icon
Vermilion Energy
VET
+$7.45M

Top Sells

1
+$21.3M
2
+$21.1M
3
+$20.5M
4
MFC icon
Manulife Financial
MFC
+$18.9M
5
UNH icon
UnitedHealth
UNH
+$18.6M

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
26
$91.9M 1.36%
3,271,427
-366,349
27
$81.8M 1.21%
987,154
+5,036
28
$75.3M 1.11%
1,504,238
+155,860
29
$66M 0.97%
3,538,276
-432,428
30
$64.3M 0.95%
1,332,221
-18,507
31
$56.3M 0.83%
2,455,640
-61,553
32
$55.6M 0.82%
976,230
+7,639
33
$53.7M 0.79%
+2,604,302
34
$53.3M 0.79%
1,149,416
-47,797
35
$52.4M 0.77%
4,664,123
-122,124
36
$50M 0.74%
622,931
-111,919
37
$48.7M 0.72%
1,174,589
+2,103
38
$48.1M 0.71%
4,888,453
-120,653
39
$43.4M 0.64%
4,679,197
-871,097
40
$41.9M 0.62%
5,054,701
-215,589
41
$34.2M 0.5%
198,750
-351
42
$33.1M 0.49%
236,620
-226
43
$31.5M 0.46%
744,256
-9,988
44
$28.2M 0.42%
956,642
+50,933
45
$27.8M 0.41%
166,835
-2,948
46
$27.5M 0.41%
410,076
-20,622
47
$25.7M 0.38%
240,081
-5,572
48
$23.6M 0.35%
276,163
-3,511
49
$21.4M 0.32%
404,611
-2,398
50
$21.4M 0.32%
66,677
-624
1
2
3 4 5