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
$4.99B
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$24.3M
3
+$17.8M
4
RCI icon
Rogers Communications
RCI
+$13.1M
5
AEM icon
Agnico Eagle Mines
AEM
+$9.36M

Top Sells

1
+$37.1M
2
+$36.3M
3
+$28.6M
4
CP icon
Canadian Pacific Kansas City
CP
+$22.5M
5
UNH icon
UnitedHealth
UNH
+$19M

Sector Composition

1 Financials 31.49%
2 Energy 19.24%
3 Communication Services 8.83%
4 Technology 8.47%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.5M 0.39%
203,834
+303
52
$19.2M 0.38%
86,519
+4,597
53
$18.8M 0.38%
254,663
+95,364
54
$18.3M 0.37%
220,640
-823
55
$18.1M 0.36%
525,491
-5,375
56
$17.5M 0.35%
89,084
-433
57
$17M 0.34%
73,460
-374
58
$16.7M 0.33%
297,468
-11,600
59
$16.4M 0.33%
2,202,422
-463,054
60
$15.7M 0.31%
40,151
-330
61
$15.4M 0.31%
332,078
-11,866
62
$15.3M 0.31%
920,600
-233,343
63
$15.1M 0.3%
71,391
+10,612
64
$15M 0.3%
157,936
-816
65
$14.7M 0.3%
103,580
-4,874
66
$14.1M 0.28%
163,184
+12,415
67
$14.1M 0.28%
515,149
+83,426
68
$13.2M 0.26%
220,125
+8,382
69
$13M 0.26%
104,965
-523
70
$12.2M 0.24%
75,418
+5,715
71
$11.7M 0.23%
107,286
+1,039
72
$11.5M 0.23%
84,152
+1,698
73
$9.58M 0.19%
197,795
+31,000
74
$9.33M 0.19%
43,129
+306
75
$7.77M 0.16%
131,990
+52,303
1 2
3
4 5