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
$5.14B
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$30.1M
3
+$29.2M
4
WPM icon
Wheaton Precious Metals
WPM
+$22.2M
5
SHEL icon
Shell
SHEL
+$21.5M

Top Sells

1
+$73.4M
2
+$40.7M
3
+$37.6M
4
SU icon
Suncor Energy
SU
+$36.2M
5
AEM icon
Agnico Eagle Mines
AEM
+$21.5M

Sector Composition

1 Financials 31.49%
2 Energy 14.83%
3 Technology 11.69%
4 Materials 8.41%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$60.1M 1.17%
729,563
-48,535
27
$59.3M 1.15%
339,479
-4,747
28
$55.2M 1.07%
1,342,913
+191,223
29
$54.8M 1.07%
980,575
+122,933
30
$54.6M 1.06%
+1,350,473
31
$52M 1.01%
168,515
+1,094
32
$40.8M 0.79%
165,099
+3,049
33
$39.7M 0.77%
223,872
+4,515
34
$39.5M 0.77%
626,850
-29,340
35
$34.1M 0.66%
59,187
+2,276
36
$31.4M 0.61%
834,434
-1,683
37
$31.4M 0.61%
93,040
-13,271
38
$31M 0.6%
299,641
-58,525
39
$30.8M 0.6%
1,457,032
+298,087
40
$30.6M 0.59%
700,175
+688,905
41
$30M 0.58%
596,854
-50,195
42
$28.6M 0.56%
505,486
+91,250
43
$28.6M 0.56%
56,137
+3,084
44
$25M 0.49%
99,975
+2,863
45
$23.5M 0.46%
65,888
+2,557
46
$23M 0.45%
1,933,054
-391,675
47
$22.1M 0.43%
73,692
+2,952
48
$21.5M 0.42%
+390,930
49
$20.7M 0.4%
409,802
+9,900
50
$19.3M 0.38%
138,128
-512
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