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
$2.9B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11.4M
3
+$7.96M
4
TD icon
Toronto Dominion Bank
TD
+$6.39M
5
AMGN icon
Amgen
AMGN
+$6.17M

Top Sells

1
+$24.9M
2
+$14.9M
3
+$10.3M
4
BNS icon
Scotiabank
BNS
+$9.62M
5
DOOO icon
Bombardier Recreational Products
DOOO
+$8.57M

Sector Composition

1 Financials 29.12%
2 Energy 15.49%
3 Technology 11.98%
4 Industrials 9.74%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34.2M 1.17%
209,078
+20,077
27
$33.1M 1.14%
1,082,057
-11,734
28
$31.6M 1.09%
136,974
-1,493
29
$31.4M 1.08%
62,235
+3,610
30
$29M 1%
61,465
-789
31
$27.1M 0.93%
253,556
+5,542
32
$26.4M 0.91%
552,840
-201,109
33
$24.8M 0.85%
558,290
-123,670
34
$23.2M 0.8%
809,940
-2,652
35
$22.2M 0.76%
727,452
-2,106
36
$21.4M 0.74%
83,182
+2,369
37
$21.2M 0.73%
76,919
-141
38
$19.6M 0.67%
392,920
-874
39
$19.4M 0.67%
416,827
-1,475
40
$19.2M 0.66%
435,201
+7,587
41
$19.1M 0.66%
67,350
-1,696
42
$18.6M 0.64%
1,571,222
-4,993
43
$18.4M 0.63%
561,593
+636
44
$18.2M 0.63%
134,119
-484
45
$16.7M 0.58%
418,654
+3,940
46
$16.7M 0.57%
104,054
-372
47
$15.3M 0.53%
112,565
-25,761
48
$14.7M 0.51%
469,407
-329,475
49
$14.4M 0.5%
360,555
-2,528
50
$13.1M 0.45%
56,407
-180
1
2
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