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
$2.69B
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$21.1M
3
+$10.5M
4
META icon
Meta Platforms (Facebook)
META
+$8.21M
5
PH icon
Parker-Hannifin
PH
+$7.93M

Top Sells

1
+$12.8M
2
+$10.2M
3
+$6.58M
4
MFC icon
Manulife Financial
MFC
+$4.66M
5
BN icon
Brookfield
BN
+$4.18M

Sector Composition

1 Financials 29.88%
2 Technology 17.24%
3 Energy 13.31%
4 Industrials 8.48%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.5M 0.09%
20,229
+1,421
102
$2.3M 0.09%
42,501
-1,300
103
$2.29M 0.09%
+27,000
104
$2.24M 0.08%
19,725
-1,144
105
$2.21M 0.08%
24,244
106
$2.19M 0.08%
9,552
+1,350
107
$2.17M 0.08%
14,954
+1,600
108
$2.09M 0.08%
24,500
109
$2.08M 0.08%
95,574
+84
110
$1.72M 0.06%
5,708
+480
111
$1.61M 0.06%
3,323
+232
112
$1.61M 0.06%
5,090
+362
113
$1.52M 0.06%
1,966
+127
114
$1.11M 0.04%
8,203
-425
115
$954K 0.04%
2,807
+204
116
$921K 0.03%
13,256
+744
117
$849K 0.03%
9,174
-337
118
$838K 0.03%
6,235
+453
119
$747K 0.03%
+1,579
120
$558K 0.02%
+2,826
121
$371K 0.01%
83,701
122
$322K 0.01%
696
123
$284K 0.01%
1,577
124
$262K 0.01%
443
+70
125
$242K 0.01%
10,439
2 3 4
5
6