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
$2.65B
AUM Growth
-$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$16.4M
3
+$12.1M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$11M
5
IBN icon
ICICI Bank
IBN
+$8.38M

Top Sells

1
+$50.6M
2
+$20.2M
3
+$18.9M
4
NVEI
Nuvei Corporation Subordinate Voting Shares
NVEI
+$16.1M
5
AVGO icon
Broadcom
AVGO
+$15.1M

Sector Composition

1 Financials 27.93%
2 Technology 16.92%
3 Energy 15.55%
4 Industrials 9.44%
5 Materials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.3M 0.46%
47,498
-542
52
$11.5M 0.43%
302,177
-13,430
53
$11.4M 0.43%
15,100
+3,092
54
$11.2M 0.42%
67,693
-273
55
$11M 0.41%
109,215
-671
56
$10.9M 0.41%
2,762
-425
57
$10.6M 0.4%
11,764
+772
58
$10.5M 0.4%
425,920
-18,155
59
$9.55M 0.36%
525,100
-17,973
60
$9.42M 0.36%
47,919
61
$9.19M 0.35%
319,148
+290,729
62
$8.3M 0.31%
125,619
+7,582
63
$8.23M 0.31%
149,669
-752
64
$7.22M 0.27%
23,119
+30
65
$6.47M 0.24%
66,720
-100
66
$6.11M 0.23%
77,875
-471
67
$5.73M 0.22%
24,190
-105
68
$5.62M 0.21%
44,656
-220
69
$5.46M 0.21%
112,497
-948
70
$5.11M 0.19%
18,966
+500
71
$5.04M 0.19%
66,808
+1,200
72
$5.03M 0.19%
25,074
73
$4.96M 0.19%
40,168
-14,302
74
$4.8M 0.18%
27,353
+650
75
$4.74M 0.18%
19,851
-100
1 2
3
4 5