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
$2.69B
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$21.1M
3
+$10.5M
4
META icon
Meta Platforms (Facebook)
META
+$8.21M
5
PH icon
Parker-Hannifin
PH
+$7.93M

Top Sells

1
+$12.8M
2
+$10.2M
3
+$6.58M
4
MFC icon
Manulife Financial
MFC
+$4.66M
5
BN icon
Brookfield
BN
+$4.18M

Sector Composition

1 Financials 29.88%
2 Technology 17.24%
3 Energy 13.31%
4 Industrials 8.48%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.4M 0.5%
287,117
-9,010
52
$13.3M 0.5%
275,225
-4,018
53
$13.3M 0.5%
434,445
-6,153
54
$13.3M 0.5%
74,960
+1,087
55
$12.9M 0.48%
320,688
+5,350
56
$12.6M 0.47%
11,969
+263
57
$12.3M 0.46%
446,124
+2,766
58
$12.2M 0.45%
2,456
-382
59
$11.8M 0.44%
97,966
+87,044
60
$11.4M 0.42%
68,091
+777
61
$10.7M 0.4%
468,295
+50,945
62
$10.6M 0.39%
45,619
-1,300
63
$10.5M 0.39%
492,400
-15,100
64
$10.1M 0.38%
17,283
+14,019
65
$9.22M 0.34%
14,499
+12,467
66
$8.57M 0.32%
151,115
+1,653
67
$8.25M 0.31%
77,510
-16,382
68
$8.16M 0.3%
526,285
-424,680
69
$7.98M 0.3%
165,719
+34,340
70
$7.38M 0.27%
78,523
+1,106
71
$6.39M 0.24%
52,126
+39
72
$6.19M 0.23%
24,398
+260
73
$6.12M 0.23%
67,320
74
$6.06M 0.23%
23,248
+261
75
$5.96M 0.22%
26,374
+1,100
1 2
3
4 5