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
$3.81B
AUM Growth
-$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$19.3M
3
+$18.8M
4
CLS icon
Celestica
CLS
+$11.2M
5
LRCX icon
Lam Research
LRCX
+$10.8M

Top Sells

1
+$56M
2
+$36.5M
3
+$32M
4
RY icon
Royal Bank of Canada
RY
+$31.8M
5
BN icon
Brookfield
BN
+$28.5M

Sector Composition

1 Financials 25.91%
2 Technology 12.82%
3 Energy 11.07%
4 Industrials 10.6%
5 Communication Services 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.49M 0.04%
6,650
+560
102
$1.49M 0.04%
6,393
+78
103
$1.48M 0.04%
3,750
104
$1.47M 0.04%
3,001
+475
105
$1.42M 0.04%
8,589
+707
106
$1.41M 0.04%
24,553
-174,999
107
$1.36M 0.04%
29,187
108
$1.32M 0.03%
7,135
109
$1.3M 0.03%
2,682
+323
110
$1.29M 0.03%
7,782
+405
111
$1.28M 0.03%
15,926
112
$1.23M 0.03%
6,960
+235
113
$1.2M 0.03%
1,230
+185
114
$1.18M 0.03%
15,300
+4,700
115
$1.18M 0.03%
3,906
+1,233
116
$1.1M 0.03%
7,900
+2,100
117
$1.06M 0.03%
2,704
+238
118
$1.05M 0.03%
2,915
-105
119
$1.03M 0.03%
1,997
+336
120
$981K 0.03%
4,320
+353
121
$963K 0.03%
+8,700
122
$941K 0.02%
4,932
+510
123
$918K 0.02%
76,909
+16,800
124
$866K 0.02%
64,000
125
$853K 0.02%
4,500
+525
3 4
5
6 7