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
$2.79B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$12.9M
3
+$6.84M
4
EQIX icon
Equinix
EQIX
+$6.66M
5
ASML icon
ASML
ASML
+$5.47M

Top Sells

1
+$90.6M
2
+$22.3M
3
+$17.5M
4
CP icon
Canadian Pacific Kansas City
CP
+$17.4M
5
SU icon
Suncor Energy
SU
+$17.1M

Sector Composition

1 Financials 28.52%
2 Technology 17.93%
3 Energy 15.37%
4 Industrials 9.68%
5 Materials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.95M 0.07%
10,388
102
$1.9M 0.07%
12,706
-2,448
103
$1.83M 0.07%
19,090
+1,000
104
$1.81M 0.06%
12,818
-2,312
105
$1.75M 0.06%
18,697
+1,371
106
$1.7M 0.06%
3,198
-264
107
$1.68M 0.06%
43,424
+7,385
108
$1.65M 0.06%
7,400
+1,400
109
$1.62M 0.06%
32,770
-340
110
$1.56M 0.06%
2,611
-445
111
$1.51M 0.05%
14,200
112
$1.47M 0.05%
4,707
-470
113
$1.42M 0.05%
3,215
-15
114
$1.35M 0.05%
16,083
+1,600
115
$1.3M 0.05%
4,600
+800
116
$1.2M 0.04%
34,920
117
$1.17M 0.04%
8,810
-150
118
$1.15M 0.04%
4,225
+650
119
$1.04M 0.04%
6,900
120
$1.04M 0.04%
6,445
-40
121
$1.02M 0.04%
715
+75
122
$968K 0.03%
38,678
+3,698
123
$941K 0.03%
19,200
124
$926K 0.03%
1,310
+55
125
$857K 0.03%
2,150
+350
3 4
5
6 7