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
$2.79B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$12.9M
3
+$6.84M
4
EQIX icon
Equinix
EQIX
+$6.66M
5
ASML icon
ASML
ASML
+$5.47M

Top Sells

1
+$90.6M
2
+$22.3M
3
+$17.5M
4
CP icon
Canadian Pacific Kansas City
CP
+$17.4M
5
SU icon
Suncor Energy
SU
+$17.1M

Sector Composition

1 Financials 28.52%
2 Technology 17.93%
3 Energy 15.37%
4 Industrials 9.68%
5 Materials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.1M 0.47%
47,767
-668
52
$12.7M 0.45%
90,704
+3,000
53
$12M 0.43%
456,340
+69,400
54
$11.7M 0.42%
230,785
-10,202
55
$11.5M 0.41%
74,451
-776
56
$11.1M 0.4%
191,763
-4,172
57
$11M 0.39%
3,093
-3
58
$10.2M 0.37%
48,417
+2,000
59
$10M 0.36%
68,375
-967
60
$9.64M 0.35%
271,935
-61,942
61
$9.63M 0.35%
447,146
-19,768
62
$8.83M 0.32%
109,859
-1,704
63
$8.6M 0.31%
109,932
-97,131
64
$7.93M 0.28%
9,572
+8,259
65
$7.29M 0.26%
150,396
-2,370
66
$7.1M 0.25%
65,406
+14,241
67
$6.69M 0.24%
23,227
-235
68
$6.66M 0.24%
+8,264
69
$6.62M 0.24%
78,669
-13,137
70
$6.37M 0.23%
21,755
+800
71
$6.29M 0.23%
126,532
-1,629
72
$6.03M 0.22%
23,036
-322
73
$5.66M 0.2%
46,822
+1,307
74
$5.29M 0.19%
66,417
+2,820
75
$4.63M 0.17%
19,890
+200
1 2
3
4 5