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
$4.99B
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$24.3M
3
+$17.8M
4
RCI icon
Rogers Communications
RCI
+$13.1M
5
AEM icon
Agnico Eagle Mines
AEM
+$9.36M

Top Sells

1
+$37.1M
2
+$36.3M
3
+$28.6M
4
CP icon
Canadian Pacific Kansas City
CP
+$22.5M
5
UNH icon
UnitedHealth
UNH
+$19M

Sector Composition

1 Financials 31.49%
2 Energy 19.24%
3 Communication Services 8.83%
4 Technology 8.47%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$636K 0.01%
+14,004
127
$570K 0.01%
10,300
-314
128
$567K 0.01%
+2,748
129
$548K 0.01%
1,850
-351
130
$535K 0.01%
3,156
+1,355
131
$529K 0.01%
1,989
+244
132
$524K 0.01%
4,256
+2,084
133
$519K 0.01%
2,101
134
$516K 0.01%
21,400
135
$489K 0.01%
2,360
+70
136
$488K 0.01%
1,768
+773
137
$486K 0.01%
4,420
138
$477K 0.01%
5,400
+600
139
$472K 0.01%
3,014
-48,647
140
$469K 0.01%
4,280
+110
141
$454K 0.01%
3,650
142
$427K 0.01%
1,490
-395
143
$415K 0.01%
4,050
-1,163
144
$404K 0.01%
15,000
145
$398K 0.01%
1,625
-235
146
$387K 0.01%
8,400
147
$382K 0.01%
2,625
+421
148
$371K 0.01%
2,090
149
$369K 0.01%
7,898
+527
150
$357K 0.01%
3,446
4 5
6
7 8