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
$6.4B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$37.8M
3
+$14.8M
4
AGU
Agrium
AGU
+$10.2M
5
NVO icon
Novo Nordisk
NVO
+$8.01M

Top Sells

1
+$67.2M
2
+$32.8M
3
+$25M
4
RY icon
Royal Bank of Canada
RY
+$19.2M
5
BMO icon
Bank of Montreal
BMO
+$15.5M

Sector Composition

1 Financials 33.67%
2 Energy 18.76%
3 Industrials 10.33%
4 Technology 8.22%
5 Materials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.65M 0.12%
95,040
-1,836
102
$7.51M 0.12%
217,396
-5,646
103
$7.48M 0.12%
234,659
-1,766
104
$7.32M 0.11%
568,421
-3,202
105
$7.11M 0.11%
95,120
-442
106
$7.11M 0.11%
136,250
-339
107
$6.63M 0.1%
84,613
-651
108
$6.35M 0.1%
67,629
+3,493
109
$6.28M 0.1%
131,065
-4,463
110
$5.91M 0.09%
79,682
+3,884
111
$5.88M 0.09%
151,850
-2,258
112
$5.66M 0.09%
165,978
-3,260
113
$5.55M 0.09%
104,272
-2,059
114
$5.53M 0.09%
90,424
+36
115
$5.45M 0.09%
46,073
+2,228
116
$5.2M 0.08%
103,226
+4,288
117
$5.09M 0.08%
102,746
-3,633
118
$5.04M 0.08%
186,309
119
$4.86M 0.08%
659,557
-9,120,403
120
$4.22M 0.07%
120,620
+6,569
121
$4.22M 0.07%
14,675
+696
122
$3.54M 0.06%
151,382
-6,337
123
$3.4M 0.05%
53,000
-100
124
$3.27M 0.05%
27,871
-598
125
$3.04M 0.05%
56,414
-2,390
3 4
5
6 7