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
$6.4B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$37.8M
3
+$14.8M
4
AGU
Agrium
AGU
+$10.2M
5
NVO icon
Novo Nordisk
NVO
+$8.01M

Top Sells

1
+$67.2M
2
+$32.8M
3
+$25M
4
RY icon
Royal Bank of Canada
RY
+$19.2M
5
BMO icon
Bank of Montreal
BMO
+$15.5M

Sector Composition

1 Financials 33.67%
2 Energy 18.76%
3 Industrials 10.33%
4 Technology 8.22%
5 Materials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.47M 0.04%
83,448
-2,076
127
$2.37M 0.04%
38,995
+6,500
128
$2.35M 0.04%
610,040
-800
129
$2.33M 0.04%
12,975
+1,150
130
$2.17M 0.03%
8,645
+570
131
$2.15M 0.03%
176,500
-200
132
$2.05M 0.03%
60,882
-90,212
133
$1.9M 0.03%
35,180
+11,380
134
$1.66M 0.03%
274,100
-300
135
$1.53M 0.02%
277,601
+36,026
136
$1.53M 0.02%
203,784
-57,460
137
$1.47M 0.02%
58,161
+12,747
138
$1.46M 0.02%
29,145
+2,531
139
$1.45M 0.02%
26,734
-2,006
140
$1.41M 0.02%
16,733
+1,097
141
$1.36M 0.02%
13,000
+1,194
142
$1.35M 0.02%
34,714
+2,339
143
$1.11M 0.02%
45,500
144
$1.08M 0.02%
9,368
-307
145
$1.04M 0.02%
12,866
+1,041
146
$986K 0.02%
7,906
+597
147
$971K 0.02%
33,339
+2,801
148
$917K 0.01%
15,546
+1,299
149
$893K 0.01%
11,616
+1,713
150
$888K 0.01%
8,033
+2,581
4 5
6
7 8