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
$5.14B
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$30.1M
3
+$29.2M
4
WPM icon
Wheaton Precious Metals
WPM
+$22.2M
5
SHEL icon
Shell
SHEL
+$21.5M

Top Sells

1
+$73.4M
2
+$40.7M
3
+$37.6M
4
SU icon
Suncor Energy
SU
+$36.2M
5
AEM icon
Agnico Eagle Mines
AEM
+$21.5M

Sector Composition

1 Financials 31.49%
2 Energy 14.83%
3 Technology 11.69%
4 Materials 8.41%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.45M 0.05%
25,008
+11,884
102
$2.44M 0.05%
5,895
-91
103
$2.4M 0.05%
36,142
+292
104
$2.39M 0.05%
30,826
105
$2.37M 0.05%
12,930
+500
106
$2.35M 0.05%
36,472
107
$2.31M 0.05%
12,368
+3,750
108
$2.24M 0.04%
5,460
+200
109
$2.12M 0.04%
1,435
110
$2.08M 0.04%
20,978
+400
111
$2.08M 0.04%
20,470
112
$2.04M 0.04%
6,000
+5,500
113
$2.02M 0.04%
4,285
-1,541
114
$2.02M 0.04%
3,019
-1,026
115
$1.99M 0.04%
7,987
+86
116
$1.98M 0.04%
17,075
-1,621
117
$1.96M 0.04%
41,890
118
$1.87M 0.04%
+62,090
119
$1.84M 0.04%
11,950
+150
120
$1.82M 0.04%
7,510
-1,415
121
$1.75M 0.03%
35,187
122
$1.67M 0.03%
7,255
123
$1.64M 0.03%
4,572
+2,958
124
$1.59M 0.03%
14,600
+1,850
125
$1.52M 0.03%
7,100
+200
3 4
5
6 7