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
$3.26B
AUM Growth
-$1.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$7.77M
3
+$7.63M
4
ABBV icon
AbbVie
ABBV
+$7.26M
5
CSCO icon
Cisco
CSCO
+$7.19M

Top Sells

1
+$88.8M
2
+$87.9M
3
+$86.8M
4
TD icon
Toronto Dominion Bank
TD
+$80.4M
5
BMO icon
Bank of Montreal
BMO
+$80.1M

Sector Composition

1 Financials 28.39%
2 Energy 16.22%
3 Technology 13.45%
4 Industrials 8.95%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.99M 0.06%
25,008
102
$1.98M 0.06%
30,826
103
$1.95M 0.06%
49,790
+7,900
104
$1.95M 0.06%
5,770
+310
105
$1.9M 0.06%
9,204
+1,694
106
$1.88M 0.06%
13,568
+1,200
107
$1.78M 0.05%
117,320
-12,100
108
$1.75M 0.05%
+22,967
109
$1.75M 0.05%
19,700
-770
110
$1.74M 0.05%
7,747
-240
111
$1.67M 0.05%
14,805
+4,100
112
$1.66M 0.05%
6,500
+500
113
$1.64M 0.05%
11,344
-4,600
114
$1.56M 0.05%
12,770
+820
115
$1.54M 0.05%
6,625
-630
116
$1.43M 0.04%
35,187
117
$1.41M 0.04%
1,089
-346
118
$1.41M 0.04%
20,125
+3,050
119
$1.39M 0.04%
8,100
+1,000
120
$1.37M 0.04%
19,615
+5,015
121
$1.24M 0.04%
48,059
-14,031
122
$1.12M 0.03%
+13,221
123
$1.09M 0.03%
11,406
+727
124
$1.05M 0.03%
4,680
+108
125
$1.04M 0.03%
2,700
+850
3 4
5
6 7