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
$5.91B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$24.3M
3
+$20.5M
4
PBA icon
Pembina Pipeline
PBA
+$17.6M
5
TRP icon
TC Energy
TRP
+$16.4M

Top Sells

1
+$60.5M
2
+$40.2M
3
+$24M
4
TD icon
Toronto Dominion Bank
TD
+$22.3M
5
NTR icon
Nutrien
NTR
+$16.7M

Sector Composition

1 Financials 32.69%
2 Energy 21.43%
3 Industrials 9.77%
4 Technology 8.92%
5 Materials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16M 0.27%
145,438
-39,521
52
$15.9M 0.27%
603,712
-12,248
53
$15.7M 0.27%
81,203
-2,034
54
$15.7M 0.27%
113,154
-25,868
55
$15.1M 0.26%
215,246
-10,072
56
$15M 0.25%
493,368
+356,407
57
$14M 0.24%
277,859
-124,730
58
$13.8M 0.23%
103,466
-19,727
59
$13.7M 0.23%
564,360
-188,840
60
$13.7M 0.23%
46,232
-1,145
61
$12.5M 0.21%
724,630
+104,000
62
$12M 0.2%
73,056
-11,504
63
$11.4M 0.19%
226,646
-5,670
64
$11.2M 0.19%
483,736
-27,266
65
$11.1M 0.19%
+257,448
66
$11M 0.19%
454,095
-106,046
67
$11M 0.19%
59,761
-2,045
68
$11M 0.19%
44,808
+2,300
69
$10.6M 0.18%
136,007
-4,455
70
$10.1M 0.17%
294,803
+32,212
71
$9.81M 0.17%
143,583
-5,601
72
$9.8M 0.17%
143,325
-7,109
73
$9.69M 0.16%
337,003
-21,782
74
$9.26M 0.16%
113,894
-8,093
75
$9.21M 0.16%
142,523
+59,234
1 2
3
4 5