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
$2.79B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$12.9M
3
+$6.84M
4
EQIX icon
Equinix
EQIX
+$6.66M
5
ASML icon
ASML
ASML
+$5.47M

Top Sells

1
+$90.6M
2
+$22.3M
3
+$17.5M
4
CP icon
Canadian Pacific Kansas City
CP
+$17.4M
5
SU icon
Suncor Energy
SU
+$17.1M

Sector Composition

1 Financials 28.52%
2 Technology 17.93%
3 Energy 15.37%
4 Industrials 9.68%
5 Materials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.43M 0.16%
7,095
-240
77
$4.28M 0.15%
17,925
-2,540
78
$4.11M 0.15%
27,403
-31,531
79
$3.42M 0.12%
22,530
-865
80
$3.3M 0.12%
66,690
-6,250
81
$3.3M 0.12%
57,689
82
$3.28M 0.12%
19,286
-400
83
$3.18M 0.11%
47,289
-4,830
84
$2.88M 0.1%
+8,734
85
$2.84M 0.1%
5,208
+68
86
$2.79M 0.1%
47,045
87
$2.79M 0.1%
33,065
-38,012
88
$2.7M 0.1%
15,880
+576
89
$2.66M 0.1%
65,950
-2,000
90
$2.6M 0.09%
26,766
91
$2.59M 0.09%
33,500
92
$2.56M 0.09%
18,896
+1,028
93
$2.52M 0.09%
27,956
+7,185
94
$2.48M 0.09%
14,555
+1,500
95
$2.48M 0.09%
19,494
-30,355
96
$2.33M 0.08%
23,963
-1,772
97
$2.28M 0.08%
52,719
-42,508
98
$2.28M 0.08%
27,622
99
$2.16M 0.08%
49,365
-2,422
100
$2.08M 0.07%
8,523
-363
2 3
4
5 6