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
$3.81B
AUM Growth
-$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$19.3M
3
+$18.8M
4
CLS icon
Celestica
CLS
+$11.2M
5
LRCX icon
Lam Research
LRCX
+$10.8M

Top Sells

1
+$56M
2
+$36.5M
3
+$32M
4
RY icon
Royal Bank of Canada
RY
+$31.8M
5
BN icon
Brookfield
BN
+$28.5M

Sector Composition

1 Financials 25.91%
2 Technology 12.82%
3 Energy 11.07%
4 Industrials 10.6%
5 Communication Services 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.99M 0.13%
231,783
77
$4.67M 0.12%
63,800
+3,400
78
$3.78M 0.1%
30,456
+2,280
79
$3.61M 0.09%
18,059
+1,927
80
$3.23M 0.08%
10,347
+1,855
81
$3.15M 0.08%
35,616
+7,700
82
$3.11M 0.08%
56,705
+131
83
$3.06M 0.08%
13,485
+2,025
84
$2.72M 0.07%
6,170
-95
85
$2.66M 0.07%
1,555
-19
86
$2.5M 0.07%
18,017
+3,400
87
$2.06M 0.05%
8,167
+1,239
88
$1.94M 0.05%
13,580
89
$1.8M 0.05%
19,765
+2,565
90
$1.8M 0.05%
4,873
+4,227
91
$1.79M 0.05%
10,700
-52,499
92
$1.75M 0.05%
8,864
+332
93
$1.69M 0.04%
10,700
+1,240
94
$1.58M 0.04%
34,190
+1,000
95
$1.57M 0.04%
15,200
+660
96
$1.55M 0.04%
21,080
+3,440
97
$1.54M 0.04%
23,508
98
$1.53M 0.04%
15,218
99
$1.51M 0.04%
11,463
100
$1.5M 0.04%
15,605
-2,215
2 3
4
5 6