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
$6.78B
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$32.6M
3
+$12.7M
4
TRI icon
Thomson Reuters
TRI
+$7.8M
5
VET icon
Vermilion Energy
VET
+$7.45M

Top Sells

1
+$21.3M
2
+$21.1M
3
+$20.5M
4
MFC icon
Manulife Financial
MFC
+$18.9M
5
UNH icon
UnitedHealth
UNH
+$18.6M

Sector Composition

1 Financials 34.55%
2 Energy 19.65%
3 Industrials 10.39%
4 Materials 8.47%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$914K 0.01%
5,182
+199
127
$893K 0.01%
100,400
-94,900
128
$880K 0.01%
14,841
-71
129
$818K 0.01%
12,780
+4,888
130
$765K 0.01%
13,080
+6,660
131
$732K 0.01%
14,000
+860
132
$732K 0.01%
11,699
+3,470
133
$704K 0.01%
7,329
-1,240
134
$638K 0.01%
5,448
-2,332
135
$550K 0.01%
12,000
+2,000
136
$502K 0.01%
9,559
+4,837
137
$481K 0.01%
6,716
+39
138
$476K 0.01%
13,430
-140
139
$459K 0.01%
2,596
+35
140
$444K 0.01%
2,186
-92
141
$437K 0.01%
1,373
+504
142
$427K 0.01%
8,362
-589
143
$427K 0.01%
2,836
+1,213
144
$417K 0.01%
11,273
+2,202
145
$413K 0.01%
2,404
+888
146
$407K 0.01%
5,024
-872
147
$406K 0.01%
5,136
-243
148
$401K 0.01%
+1,702
149
$399K 0.01%
+10,925
150
$396K 0.01%
+20,690
4 5
6
7 8