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
$2.79B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$12.9M
3
+$6.84M
4
EQIX icon
Equinix
EQIX
+$6.66M
5
ASML icon
ASML
ASML
+$5.47M

Top Sells

1
+$90.6M
2
+$22.3M
3
+$17.5M
4
CP icon
Canadian Pacific Kansas City
CP
+$17.4M
5
SU icon
Suncor Energy
SU
+$17.1M

Sector Composition

1 Financials 28.52%
2 Technology 17.93%
3 Energy 15.37%
4 Industrials 9.68%
5 Materials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$32M 1.15%
91,192
-358
27
$29.2M 1.05%
55,538
-783
28
$28.4M 1.02%
1,277,488
-95,520
29
$27.9M 1%
65,334
-744
30
$27.8M 1%
93,890
-3,050
31
$24.7M 0.88%
581,156
-98,199
32
$23.7M 0.85%
680,277
-8,833
33
$23.6M 0.85%
482,270
-12,349
34
$23.4M 0.84%
346,573
-5,133
35
$21.9M 0.78%
211,458
-3,153
36
$20.9M 0.75%
532,924
-212,931
37
$20.9M 0.75%
133,050
-1,601
38
$20.5M 0.74%
312,264
-4,030
39
$20.4M 0.73%
392,321
-11,716
40
$20.2M 0.73%
26,735
+7,228
41
$19.9M 0.71%
1,095,383
-240,219
42
$19.4M 0.69%
411,715
+32,219
43
$18.2M 0.65%
110,597
-1,558
44
$17.9M 0.64%
51,775
-468
45
$17.8M 0.64%
449,599
-14,917
46
$17.2M 0.61%
593,124
-12,842
47
$16.9M 0.61%
488,001
-16,396
48
$15.4M 0.55%
271,891
-96,426
49
$15.4M 0.55%
85,891
-1,411
50
$13.7M 0.49%
520,236
-183,629
1
2
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