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
$5.14B
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$30.1M
3
+$29.2M
4
WPM icon
Wheaton Precious Metals
WPM
+$22.2M
5
SHEL icon
Shell
SHEL
+$21.5M

Top Sells

1
+$73.4M
2
+$40.7M
3
+$37.6M
4
SU icon
Suncor Energy
SU
+$36.2M
5
AEM icon
Agnico Eagle Mines
AEM
+$21.5M

Sector Composition

1 Financials 31.49%
2 Energy 14.83%
3 Technology 11.69%
4 Materials 8.41%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.8M 0.37%
+563,603
52
$17.5M 0.34%
131,770
-1,741
53
$17.1M 0.33%
247,812
+200
54
$16.5M 0.32%
672,457
-104,978
55
$16.4M 0.32%
212,278
-752
56
$16.2M 0.32%
102,300
+69
57
$15.5M 0.3%
130,135
+568
58
$15.4M 0.3%
192,130
+163
59
$14.2M 0.28%
102,300
+10,300
60
$14M 0.27%
191,104
-820
61
$13.2M 0.26%
101,455
-572
62
$12.7M 0.25%
60,611
+37
63
$12.5M 0.24%
225,326
+462
64
$12.1M 0.24%
153,364
+149,788
65
$11.7M 0.23%
233,063
+6,660
66
$11.6M 0.23%
41,531
+73
67
$11.5M 0.22%
140,304
-1,263
68
$11.4M 0.22%
60,199
+112
69
$10.8M 0.21%
194,475
-29,500
70
$10.6M 0.21%
+106,517
71
$10.6M 0.21%
427,889
+86,524
72
$10.2M 0.2%
94,633
+209
73
$10M 0.2%
+183,576
74
$9.56M 0.19%
40,200
+14,600
75
$9.31M 0.18%
3,963
+1,016
1 2
3
4 5