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
$2.9B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11.4M
3
+$7.96M
4
TD icon
Toronto Dominion Bank
TD
+$6.39M
5
AMGN icon
Amgen
AMGN
+$6.17M

Top Sells

1
+$24.9M
2
+$14.9M
3
+$10.3M
4
BNS icon
Scotiabank
BNS
+$9.62M
5
DOOO icon
Bombardier Recreational Products
DOOO
+$8.57M

Sector Composition

1 Financials 29.12%
2 Energy 15.49%
3 Technology 11.98%
4 Industrials 9.74%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.57M 0.05%
19,163
-4,400
102
$1.55M 0.05%
27,622
-8,850
103
$1.52M 0.05%
35,067
-120
104
$1.51M 0.05%
4,206
-1,309
105
$1.5M 0.05%
16,040
-3,660
106
$1.5M 0.05%
6,745
+245
107
$1.5M 0.05%
8,020
-80
108
$1.47M 0.05%
13,520
+750
109
$1.45M 0.05%
119,140
+1,820
110
$1.43M 0.05%
9,954
-1,390
111
$1.42M 0.05%
6,183
-442
112
$1.39M 0.05%
10,288
-3,280
113
$1.39M 0.05%
18,928
-6,080
114
$1.39M 0.05%
13,255
-1,550
115
$1.25M 0.04%
23,286
-7,540
116
$1.25M 0.04%
1,149
+60
117
$1.23M 0.04%
4,624
-56
118
$1.19M 0.04%
+10,514
119
$1.1M 0.04%
37,665
-12,125
120
$1.06M 0.04%
31,530
-440
121
$1.02M 0.04%
13,069
-152
122
$1.01M 0.03%
16,345
123
$986K 0.03%
5,250
124
$968K 0.03%
2,500
-200
125
$937K 0.03%
19,615
3 4
5
6 7