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
$5.91B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$24.3M
3
+$20.5M
4
PBA icon
Pembina Pipeline
PBA
+$17.6M
5
TRP icon
TC Energy
TRP
+$16.4M

Top Sells

1
+$60.5M
2
+$40.2M
3
+$24M
4
TD icon
Toronto Dominion Bank
TD
+$22.3M
5
NTR icon
Nutrien
NTR
+$16.7M

Sector Composition

1 Financials 32.69%
2 Energy 21.43%
3 Industrials 9.77%
4 Technology 8.92%
5 Materials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$832K 0.01%
7,693
+762
127
$763K 0.01%
13,807
-4,147
128
$683K 0.01%
+4,016
129
$650K 0.01%
3,307
+767
130
$631K 0.01%
10,320
+2,006
131
$609K 0.01%
9,884
+1,256
132
$600K 0.01%
6,416
-66,521
133
$563K 0.01%
+45,080
134
$560K 0.01%
+8,594
135
$552K 0.01%
16,156
+2,949
136
$532K 0.01%
6,289
+1,455
137
$525K 0.01%
28,000
138
$520K 0.01%
12,000
139
$513K 0.01%
24,753
+5,472
140
$504K 0.01%
+3,166
141
$499K 0.01%
+11,465
142
$496K 0.01%
6,060
+1,331
143
$493K 0.01%
12,673
+2,890
144
$485K 0.01%
10,509
+2,323
145
$478K 0.01%
+9,664
146
$470K 0.01%
3,183
+716
147
$463K 0.01%
+4,413
148
$458K 0.01%
1,877
+459
149
$447K 0.01%
8,524
+884
150
$445K 0.01%
+1,291
4 5
6
7 8