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
$2.69B
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$21.1M
3
+$10.5M
4
META icon
Meta Platforms (Facebook)
META
+$8.21M
5
PH icon
Parker-Hannifin
PH
+$7.93M

Top Sells

1
+$12.8M
2
+$10.2M
3
+$6.58M
4
MFC icon
Manulife Financial
MFC
+$4.66M
5
BN icon
Brookfield
BN
+$4.18M

Sector Composition

1 Financials 29.88%
2 Technology 17.24%
3 Energy 13.31%
4 Industrials 8.48%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.74M 0.21%
42,772
+2,833
77
$5.57M 0.21%
25,391
+1,722
78
$5.46M 0.2%
113,296
+1,327
79
$5.46M 0.2%
19,816
+750
80
$5.38M 0.2%
71,108
+3,900
81
$4.74M 0.18%
35,497
+1,900
82
$4.58M 0.17%
12,334
+300
83
$4.54M 0.17%
23,835
+1,591
84
$4.52M 0.17%
15,434
-4,617
85
$3.86M 0.14%
58,951
+4,497
86
$3.5M 0.13%
56,789
87
$3.44M 0.13%
6,593
+448
88
$3.38M 0.13%
22,236
+643
89
$3.17M 0.12%
25,563
90
$3.09M 0.11%
16,455
+400
91
$3.08M 0.11%
17,961
-717
92
$3.04M 0.11%
12,669
-1,000
93
$2.94M 0.11%
27,266
+700
94
$2.9M 0.11%
5,578
95
$2.89M 0.11%
2,724
+183
96
$2.82M 0.1%
25,326
+1,400
97
$2.81M 0.1%
4,470
98
$2.73M 0.1%
9,188
-1,200
99
$2.64M 0.1%
22,778
+450
100
$2.53M 0.09%
24,422
-2,000
2 3
4
5 6