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
$6.4B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$37.8M
3
+$14.8M
4
AGU
Agrium
AGU
+$10.2M
5
NVO icon
Novo Nordisk
NVO
+$8.01M

Top Sells

1
+$67.2M
2
+$32.8M
3
+$25M
4
RY icon
Royal Bank of Canada
RY
+$19.2M
5
BMO icon
Bank of Montreal
BMO
+$15.5M

Sector Composition

1 Financials 33.67%
2 Energy 18.76%
3 Industrials 10.33%
4 Technology 8.22%
5 Materials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.4M 0.3%
280,741
-4,243
52
$19.2M 0.3%
258,118
+140
53
$19M 0.3%
68,444
-581
54
$18.7M 0.29%
419,632
-4,895
55
$18.6M 0.29%
646,040
-11,873
56
$18.4M 0.29%
395,260
+20,120
57
$18.3M 0.29%
113,392
-1,049
58
$18.1M 0.28%
177,087
+2,800
59
$17.7M 0.28%
160,179
-1,067
60
$17.2M 0.27%
737,900
+62,550
61
$16.6M 0.26%
119,643
-20,174
62
$16.4M 0.26%
135,188
+7,351
63
$16.1M 0.25%
124,687
+16,450
64
$15.9M 0.25%
85,920
+6,025
65
$15.8M 0.25%
8,445
+432
66
$15.2M 0.24%
254,341
-1,486
67
$14.3M 0.22%
258,279
-2,064
68
$14.2M 0.22%
218,504
-1,477
69
$13.8M 0.22%
207,239
+10,090
70
$13.5M 0.21%
173,049
+9,617
71
$13.5M 0.21%
105,719
-5,415
72
$13.2M 0.21%
182,498
-5,747
73
$13.2M 0.21%
158,230
+15,276
74
$13M 0.2%
169,040
-1,247
75
$13M 0.2%
203,707
-1,887
1 2
3
4 5