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
$3.14B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$9.56M
3
+$8.77M
4
HIG icon
Hartford Financial Services
HIG
+$8.6M
5
WPM icon
Wheaton Precious Metals
WPM
+$6.73M

Top Sells

1
+$17.3M
2
+$6.61M
3
+$6.56M
4
MGA icon
Magna International
MGA
+$4.17M
5
CP icon
Canadian Pacific Kansas City
CP
+$3.75M

Sector Composition

1 Financials 25.7%
2 Energy 16.14%
3 Technology 14.59%
4 Industrials 9.92%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.92M 0.06%
5,580
+330
102
$1.9M 0.06%
18,227
-2,135
103
$1.89M 0.06%
19,294
-689
104
$1.83M 0.06%
20,995
-1,333
105
$1.78M 0.06%
27,622
106
$1.71M 0.05%
10,388
-900
107
$1.67M 0.05%
7,425
+177
108
$1.57M 0.05%
20,725
+1,140
109
$1.57M 0.05%
13,850
-1,010
110
$1.56M 0.05%
9,536
-418
111
$1.53M 0.05%
12,810
-250
112
$1.46M 0.05%
14,044
-6,000
113
$1.46M 0.05%
1,144
+65
114
$1.44M 0.05%
3,725
-110
115
$1.42M 0.05%
13,755
+1,420
116
$1.42M 0.05%
4,462
-768
117
$1.41M 0.05%
49,614
-7,100
118
$1.38M 0.04%
33,959
+3,473
119
$1.35M 0.04%
5,975
+520
120
$1.21M 0.04%
29,510
+3,830
121
$1.16M 0.04%
14,781
+2,236
122
$1.02M 0.03%
5,092
+772
123
$948K 0.03%
1,377
-158
124
$893K 0.03%
5,530
-648
125
$881K 0.03%
20,800
3 4
5
6 7