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
$2.9B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11.4M
3
+$7.96M
4
TD icon
Toronto Dominion Bank
TD
+$6.39M
5
AMGN icon
Amgen
AMGN
+$6.17M

Top Sells

1
+$24.9M
2
+$14.9M
3
+$10.3M
4
BNS icon
Scotiabank
BNS
+$9.62M
5
DOOO icon
Bombardier Recreational Products
DOOO
+$8.57M

Sector Composition

1 Financials 29.12%
2 Energy 15.49%
3 Technology 11.98%
4 Industrials 9.74%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.59M 0.19%
+147,051
77
$5.24M 0.18%
29,508
+1,228
78
$5.14M 0.18%
22,741
-159
79
$4.97M 0.17%
53,466
-2,050
80
$4.9M 0.17%
27,142
-34,398
81
$4.88M 0.17%
9,616
+692
82
$4.84M 0.17%
35,645
+300
83
$4.83M 0.17%
58,145
-1,966
84
$4.17M 0.14%
25,557
-1,860
85
$3.59M 0.12%
51,160
+2,360
86
$3.57M 0.12%
82,106
-8,200
87
$3.42M 0.12%
20,042
-2,241
88
$3.23M 0.11%
58,970
+3,354
89
$2.59M 0.09%
27,471
-7,790
90
$2.43M 0.08%
13,087
+134
91
$2.14M 0.07%
55,282
-384,949
92
$2.02M 0.07%
21,028
+1,168
93
$1.94M 0.07%
7,385
-25
94
$1.87M 0.06%
56,516
-4,112
95
$1.79M 0.06%
11,555
-2,375
96
$1.76M 0.06%
5,770
97
$1.69M 0.06%
10,180
+976
98
$1.69M 0.06%
19,585
-540
99
$1.6M 0.06%
19,044
-3,923
100
$1.58M 0.05%
7,716
-31
2 3
4
5 6