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
$6.78B
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$32.6M
3
+$12.7M
4
TRI icon
Thomson Reuters
TRI
+$7.8M
5
VET icon
Vermilion Energy
VET
+$7.45M

Top Sells

1
+$21.3M
2
+$21.1M
3
+$20.5M
4
MFC icon
Manulife Financial
MFC
+$18.9M
5
UNH icon
UnitedHealth
UNH
+$18.6M

Sector Composition

1 Financials 34.55%
2 Energy 19.65%
3 Industrials 10.39%
4 Materials 8.47%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20.9M 0.31%
111,019
-1,019
52
$20.5M 0.3%
697,917
-84,277
53
$20.2M 0.3%
632,272
-9,315
54
$18.7M 0.28%
726,970
-4,630
55
$18.6M 0.27%
178,419
-3,511
56
$18.5M 0.27%
259,500
-1,329
57
$17.6M 0.26%
158,060
-1,033
58
$17.6M 0.26%
182,301
-896
59
$17.1M 0.25%
119,303
+5,199
60
$15.5M 0.23%
128,266
+5,505
61
$15.2M 0.22%
457,005
-9,300
62
$15.2M 0.22%
227,672
-2,005
63
$15M 0.22%
247,456
-8,347
64
$14.7M 0.22%
164,889
-1,283
65
$14M 0.21%
249,232
-6,692
66
$14M 0.21%
758,151
+203,848
67
$13.8M 0.2%
159,821
-992
68
$13.6M 0.2%
201,802
+10,012
69
$13.4M 0.2%
159,031
+502
70
$12.8M 0.19%
109,256
-71,228
71
$12.4M 0.18%
75,739
-577
72
$12.1M 0.18%
79,262
-1,088
73
$12M 0.18%
447,828
+55,502
74
$11.7M 0.17%
547,646
-5,771
75
$11.3M 0.17%
214,957
+40,026
1 2
3
4 5