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
$6.78B
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$32.6M
3
+$12.7M
4
TRI icon
Thomson Reuters
TRI
+$7.8M
5
VET icon
Vermilion Energy
VET
+$7.45M

Top Sells

1
+$21.3M
2
+$21.1M
3
+$20.5M
4
MFC icon
Manulife Financial
MFC
+$18.9M
5
UNH icon
UnitedHealth
UNH
+$18.6M

Sector Composition

1 Financials 34.55%
2 Energy 19.65%
3 Industrials 10.39%
4 Materials 8.47%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.53M 0.07%
170,842
-15,218
102
$3.6M 0.05%
78,078
+18,403
103
$3.39M 0.05%
48,200
-400
104
$3.24M 0.05%
+68,405
105
$3.12M 0.05%
61,019
-3,245
106
$2.83M 0.04%
26,792
-526
107
$2.81M 0.04%
558,940
-1,200
108
$2.01M 0.03%
16,042
+1,246
109
$1.88M 0.03%
161,900
-200
110
$1.85M 0.03%
78,506
-1,696
111
$1.75M 0.03%
17,669
+50
112
$1.57M 0.02%
33,132
+2,286
113
$1.55M 0.02%
251,300
-400
114
$1.43M 0.02%
6,482
-84,541
115
$1.38M 0.02%
34,480
-2,408
116
$1.34M 0.02%
47,050
117
$1.27M 0.02%
38,586
-16,377
118
$1.22M 0.02%
22,020
-2,584
119
$1.19M 0.02%
14,862
+2,082
120
$1.13M 0.02%
17,502
+2,992
121
$1.11M 0.02%
9,296
+728
122
$1.07M 0.02%
34,296
-954
123
$1.04M 0.02%
9,089
+4,111
124
$1.04M 0.02%
14,882
+2,300
125
$979K 0.01%
+6,677
3 4
5
6 7