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
$2.9B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11.4M
3
+$7.96M
4
TD icon
Toronto Dominion Bank
TD
+$6.39M
5
AMGN icon
Amgen
AMGN
+$6.17M

Top Sells

1
+$24.9M
2
+$14.9M
3
+$10.3M
4
BNS icon
Scotiabank
BNS
+$9.62M
5
DOOO icon
Bombardier Recreational Products
DOOO
+$8.57M

Sector Composition

1 Financials 29.12%
2 Energy 15.49%
3 Technology 11.98%
4 Industrials 9.74%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.6M 0.43%
253,578
-500
52
$12.6M 0.43%
1,481,921
-222,623
53
$12M 0.41%
164,821
-38,983
54
$11.8M 0.41%
87,792
+40,404
55
$11.3M 0.39%
723,534
-12,332
56
$10.8M 0.37%
284,738
+52,337
57
$10.8M 0.37%
112,526
+5,526
58
$10.5M 0.36%
257,213
+12,982
59
$10.5M 0.36%
113,942
-3,731
60
$9.88M 0.34%
78,214
+31,156
61
$9.7M 0.33%
108,404
-298
62
$9.64M 0.33%
151,013
-38,869
63
$9.61M 0.33%
365,118
-65,978
64
$9.58M 0.33%
353,993
-10,287
65
$8.99M 0.31%
185,273
-702
66
$8.13M 0.28%
45,895
+595
67
$7.34M 0.25%
167,383
-475
68
$6.93M 0.24%
4,217
+607
69
$6.79M 0.23%
60,766
-54,222
70
$6.57M 0.23%
66,202
-193
71
$6.17M 0.21%
+27,393
72
$6.09M 0.21%
548,445
-9,306
73
$5.93M 0.2%
165,498
-180,580
74
$5.69M 0.2%
83,252
-94,218
75
$5.64M 0.19%
280,003
+3,507
1 2
3
4 5