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
$6.4B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$37.8M
3
+$14.8M
4
AGU
Agrium
AGU
+$10.2M
5
NVO icon
Novo Nordisk
NVO
+$8.01M

Top Sells

1
+$67.2M
2
+$32.8M
3
+$25M
4
RY icon
Royal Bank of Canada
RY
+$19.2M
5
BMO icon
Bank of Montreal
BMO
+$15.5M

Sector Composition

1 Financials 33.67%
2 Energy 18.76%
3 Industrials 10.33%
4 Technology 8.22%
5 Materials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.8M 0.18%
298,559
+16,845
77
$11.7M 0.18%
400,229
-2,146
78
$11.6M 0.18%
158,619
-1,266
79
$11.6M 0.18%
92,334
+18,778
80
$11.5M 0.18%
78,963
-522
81
$11.3M 0.18%
106,302
-1,634
82
$10.8M 0.17%
279,120
-3,122
83
$10.6M 0.17%
74,126
-601
84
$10.5M 0.16%
115,017
+3,393
85
$10.3M 0.16%
182,642
-2,329
86
$10.2M 0.16%
84,182
+4,296
87
$9.64M 0.15%
537,023
-23,936
88
$9.57M 0.15%
109,789
-60
89
$9.47M 0.15%
209,628
-1,503
90
$9.36M 0.15%
236,895
91
$9.24M 0.14%
558,952
-5,925
92
$8.99M 0.14%
52,207
-7,153
93
$8.68M 0.14%
152,496
-1,577
94
$8.66M 0.14%
97,593
-17
95
$8.63M 0.13%
56,276
-1,564
96
$8.54M 0.13%
146,500
-5,218
97
$8.4M 0.13%
130,632
-732
98
$8.01M 0.13%
+373,376
99
$7.99M 0.12%
64,615
-3,966
100
$7.82M 0.12%
318,673
-4,302
2 3
4
5 6