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
$5.14B
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$30.1M
3
+$29.2M
4
WPM icon
Wheaton Precious Metals
WPM
+$22.2M
5
SHEL icon
Shell
SHEL
+$21.5M

Top Sells

1
+$73.4M
2
+$40.7M
3
+$37.6M
4
SU icon
Suncor Energy
SU
+$36.2M
5
AEM icon
Agnico Eagle Mines
AEM
+$21.5M

Sector Composition

1 Financials 31.49%
2 Energy 14.83%
3 Technology 11.69%
4 Materials 8.41%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.22M 0.18%
64,998
-1,680
77
$8.22M 0.16%
+561,049
78
$8.08M 0.16%
52,898
+30
79
$7.56M 0.15%
165,961
-6,906
80
$7.34M 0.14%
32,995
+4,310
81
$7.16M 0.14%
38,765
-1,520
82
$6.82M 0.13%
50,711
-108
83
$6.33M 0.12%
72,118
+6,651
84
$6.28M 0.12%
56,216
+7,100
85
$6.04M 0.12%
117,613
+38,572
86
$5.92M 0.12%
116,269
+8,314
87
$5.83M 0.11%
26,300
+2,000
88
$5.52M 0.11%
30,870
-60,505
89
$4.77M 0.09%
8,080
+600
90
$4.62M 0.09%
20,300
+3,600
91
$4.41M 0.09%
26,317
+2,700
92
$4.39M 0.09%
90,603
+11,300
93
$4.2M 0.08%
19,583
+7,448
94
$3.94M 0.08%
28,756
-19,550
95
$3.88M 0.08%
11,411
+616
96
$3.53M 0.07%
129,420
+1,770
97
$3.29M 0.06%
43,400
+7,400
98
$2.96M 0.06%
78,814
+5,327
99
$2.64M 0.05%
18,920
+80
100
$2.6M 0.05%
15,944
+4,700
2 3
4
5 6