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
$4.99B
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$24.3M
3
+$17.8M
4
RCI icon
Rogers Communications
RCI
+$13.1M
5
AEM icon
Agnico Eagle Mines
AEM
+$9.36M

Top Sells

1
+$37.1M
2
+$36.3M
3
+$28.6M
4
CP icon
Canadian Pacific Kansas City
CP
+$22.5M
5
UNH icon
UnitedHealth
UNH
+$19M

Sector Composition

1 Financials 31.49%
2 Energy 19.24%
3 Communication Services 8.83%
4 Technology 8.47%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.34M 0.03%
20,108
102
$1.3M 0.03%
49,744
+14,000
103
$1.25M 0.03%
6,843
+3,618
104
$1.24M 0.02%
20,565
+7,261
105
$1.17M 0.02%
+3,563
106
$1.13M 0.02%
3,865
+215
107
$1.09M 0.02%
15,362
+900
108
$996K 0.02%
+6,924
109
$940K 0.02%
14,900
-68
110
$873K 0.02%
445
+5
111
$864K 0.02%
+4,344
112
$832K 0.02%
4,200
-1,070
113
$791K 0.02%
3,155
+1,755
114
$773K 0.02%
5,750
+470
115
$773K 0.02%
+5,824
116
$766K 0.02%
+6,212
117
$762K 0.02%
9,594
+5,733
118
$736K 0.01%
5,650
+821
119
$733K 0.01%
620
+10
120
$731K 0.01%
2,880
+1,643
121
$716K 0.01%
+5,747
122
$709K 0.01%
+9,985
123
$706K 0.01%
+14,672
124
$655K 0.01%
+2,409
125
$639K 0.01%
+1,920
3 4
5
6 7