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
$6.78B
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$32.6M
3
+$12.7M
4
TRI icon
Thomson Reuters
TRI
+$7.8M
5
VET icon
Vermilion Energy
VET
+$7.45M

Top Sells

1
+$21.3M
2
+$21.1M
3
+$20.5M
4
MFC icon
Manulife Financial
MFC
+$18.9M
5
UNH icon
UnitedHealth
UNH
+$18.6M

Sector Composition

1 Financials 34.55%
2 Energy 19.65%
3 Industrials 10.39%
4 Materials 8.47%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.2M 0.17%
348,786
-44,453
77
$11.1M 0.16%
75,912
-3,440
78
$11.1M 0.16%
164,316
+13,206
79
$10.9M 0.16%
57,715
-349
80
$10.8M 0.16%
117,971
+8,271
81
$10.2M 0.15%
150,081
-1,383
82
$9.61M 0.14%
182,179
+3,134
83
$9.33M 0.14%
236,895
84
$8.89M 0.13%
51,116
-557
85
$8.27M 0.12%
170,751
-37,447
86
$8.18M 0.12%
108,694
-747
87
$7.99M 0.12%
232,606
-208
88
$7.88M 0.12%
81,205
-24,037
89
$7.87M 0.12%
97,446
-35
90
$7.78M 0.11%
564,499
-14,086
91
$7.53M 0.11%
436,049
-4,604
92
$7.25M 0.11%
234,111
-40,308
93
$6.99M 0.1%
45,137
-79,355
94
$6.71M 0.1%
100,505
-1,978
95
$5.66M 0.08%
617,233
-32,004
96
$5.61M 0.08%
130,561
+1,672
97
$5.53M 0.08%
159,256
-3,522
98
$5.32M 0.08%
96,232
-1,918
99
$5.31M 0.08%
217,664
-8,754
100
$4.89M 0.07%
91,079
+812
2 3
4
5 6