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
$3.12B
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$25M
3
+$20.8M
4
BN icon
Brookfield
BN
+$13M
5
B
Barrick Mining
B
+$12.7M

Top Sells

1
+$44.4M
2
+$23M
3
+$22.5M
4
QSR icon
Restaurant Brands International
QSR
+$20.8M
5
TD icon
Toronto Dominion Bank
TD
+$20.1M

Sector Composition

1 Financials 25.81%
2 Technology 16.98%
3 Energy 15.65%
4 Industrials 10.36%
5 Materials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.13M 0.07%
46,861
+12,902
102
$2.1M 0.07%
7,925
+500
103
$1.96M 0.06%
19,983
+689
104
$1.93M 0.06%
27,622
105
$1.91M 0.06%
21,128
+133
106
$1.84M 0.06%
14,560
+710
107
$1.81M 0.06%
10,388
108
$1.79M 0.06%
12,145
-665
109
$1.72M 0.06%
41,408
-18,586
110
$1.72M 0.05%
7,226
-18,597
111
$1.71M 0.05%
1,235
+91
112
$1.68M 0.05%
10,654
+1,118
113
$1.6M 0.05%
18,926
+4,145
114
$1.6M 0.05%
17,866
-35,500
115
$1.53M 0.05%
36,110
+6,600
116
$1.53M 0.05%
5,175
+713
117
$1.52M 0.05%
15,390
+1,346
118
$1.43M 0.05%
6,350
+1,258
119
$1.38M 0.04%
20,725
120
$1.31M 0.04%
7,688
+5,778
121
$1.09M 0.04%
4,350
+650
122
$1.07M 0.03%
14,200
+4,010
123
$1.06M 0.03%
1,348
-29
124
$937K 0.03%
27,050
+7,150
125
$924K 0.03%
2,805
-62
3 4
5
6 7