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
$6.77B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$60.9M
3
+$53.7M
4
AQN icon
Algonquin Power & Utilities
AQN
+$43.3M
5
FNV icon
Franco-Nevada
FNV
+$22.5M

Top Sells

1
+$38.3M
2
+$34.9M
3
+$30.5M
4
TD icon
Toronto Dominion Bank
TD
+$22.6M
5
PBA icon
Pembina Pipeline
PBA
+$16.9M

Sector Composition

1 Financials 34.41%
2 Energy 19.61%
3 Industrials 9.5%
4 Materials 8.66%
5 Technology 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23.4M 0.35%
439,085
-41,170
52
$21.9M 0.32%
+989,810
53
$21.4M 0.32%
356,994
-13,667
54
$19.4M 0.29%
344,478
-6,798
55
$18M 0.27%
172,551
-6,685
56
$17.9M 0.26%
323,124
-6,695
57
$17.9M 0.26%
264,606
-89,256
58
$17.9M 0.26%
287,392
+46,238
59
$17.8M 0.26%
71,022
-778
60
$16.6M 0.25%
117,178
-1,662
61
$16.2M 0.24%
890,699
-340,198
62
$15.5M 0.23%
146,875
-4,762
63
$15.5M 0.23%
632,876
-16,791
64
$15.3M 0.23%
127,727
+23,593
65
$15.3M 0.23%
210,700
+102,637
66
$14.8M 0.22%
838,910
+48,170
67
$13.6M 0.2%
191,688
-755
68
$13.4M 0.2%
239,206
-241,611
69
$13.1M 0.19%
113,830
+497
70
$13M 0.19%
228,361
-1,041
71
$13M 0.19%
328,260
+43,460
72
$12.5M 0.19%
109,794
-5,136
73
$12.5M 0.18%
170,854
+21,358
74
$11.9M 0.18%
189,554
-2,267
75
$11.6M 0.17%
112,018
+15,988
1 2
3
4 5