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
$3.14B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$9.56M
3
+$8.77M
4
HIG icon
Hartford Financial Services
HIG
+$8.6M
5
WPM icon
Wheaton Precious Metals
WPM
+$6.73M

Top Sells

1
+$17.3M
2
+$6.61M
3
+$6.56M
4
MGA icon
Magna International
MGA
+$4.17M
5
CP icon
Canadian Pacific Kansas City
CP
+$3.75M

Sector Composition

1 Financials 25.7%
2 Energy 16.14%
3 Technology 14.59%
4 Industrials 9.92%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.56M 0.21%
26,951
-93
77
$6.55M 0.21%
27,108
-116
78
$6.36M 0.2%
283,704
-5,272
79
$5.82M 0.19%
25,823
-3,126
80
$5.15M 0.16%
53,366
-8,100
81
$5M 0.16%
8,674
-750
82
$4.97M 0.16%
65,485
-295
83
$4.85M 0.15%
21,790
-2,151
84
$4.36M 0.14%
23,941
-1,416
85
$3.99M 0.13%
20,804
+447
86
$3.83M 0.12%
55,110
-2,532
87
$3.64M 0.12%
48,394
-4,468
88
$3.62M 0.12%
71,306
89
$3.27M 0.1%
32,696
-785
90
$2.84M 0.09%
6,380
+3,960
91
$2.79M 0.09%
12,321
-1,383
92
$2.7M 0.09%
58,282
93
$2.49M 0.08%
6,354
-692
94
$2.36M 0.08%
84,850
+1,410
95
$2.3M 0.07%
12,355
96
$2.27M 0.07%
59,994
-2,471
97
$2.26M 0.07%
5,118
-12
98
$2.22M 0.07%
68,004
-301
99
$2.14M 0.07%
10,261
+439
100
$1.99M 0.06%
15,255
2 3
4
5 6