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
$3.14B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$9.56M
3
+$8.77M
4
HIG icon
Hartford Financial Services
HIG
+$8.6M
5
WPM icon
Wheaton Precious Metals
WPM
+$6.73M

Top Sells

1
+$17.3M
2
+$6.61M
3
+$6.56M
4
MGA icon
Magna International
MGA
+$4.17M
5
CP icon
Canadian Pacific Kansas City
CP
+$3.75M

Sector Composition

1 Financials 25.7%
2 Energy 16.14%
3 Technology 14.59%
4 Industrials 9.92%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16M 0.51%
55,729
-462
52
$14.6M 0.47%
205,415
-272
53
$14.5M 0.46%
459,590
-5,290
54
$14M 0.45%
87,617
+51
55
$13.5M 0.43%
97,358
-2,791
56
$13.3M 0.42%
254,054
-4,643
57
$12M 0.38%
113,810
-3,331
58
$11.5M 0.37%
77,628
-282
59
$11.3M 0.36%
108,962
-8,775
60
$11.3M 0.36%
182,159
-1,965
61
$11.1M 0.35%
284,587
+1,118
62
$10.6M 0.34%
131,668
-3,844
63
$10.1M 0.32%
106,499
-1,527
64
$9.86M 0.31%
765,819
-159,737
65
$9.27M 0.3%
3,494
-713
66
$8.88M 0.28%
66,361
+19,563
67
$8.61M 0.27%
165,713
-805
68
$8.6M 0.27%
+123,423
69
$8.58M 0.27%
485,603
-7,247
70
$8.37M 0.27%
43,714
-4,282
71
$7.98M 0.25%
458,256
-14,227
72
$7.95M 0.25%
146,103
-379
73
$7.78M 0.25%
385,677
+58,456
74
$6.92M 0.22%
60,341
-204
75
$6.85M 0.22%
55,880
-6,067
1 2
3
4 5