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
$3.81B
AUM Growth
-$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$19.3M
3
+$18.8M
4
CLS icon
Celestica
CLS
+$11.2M
5
LRCX icon
Lam Research
LRCX
+$10.8M

Top Sells

1
+$56M
2
+$36.5M
3
+$32M
4
RY icon
Royal Bank of Canada
RY
+$31.8M
5
BN icon
Brookfield
BN
+$28.5M

Sector Composition

1 Financials 25.91%
2 Technology 12.82%
3 Energy 11.07%
4 Industrials 10.6%
5 Communication Services 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$841K 0.02%
15,120
-11,827
127
$838K 0.02%
30,960
-4,320
128
$817K 0.02%
11,344
129
$812K 0.02%
6,150
-690
130
$788K 0.02%
+10,937
131
$779K 0.02%
10,536
-1,047
132
$772K 0.02%
3,536
+521
133
$738K 0.02%
1,475
+274
134
$707K 0.02%
12,100
-16,050
135
$704K 0.02%
+2,503
136
$700K 0.02%
+5,080
137
$624K 0.02%
6,238
+643
138
$621K 0.02%
+8,031
139
$619K 0.02%
2,600
+400
140
$605K 0.02%
23,000
+10,200
141
$587K 0.02%
3,612
-268
142
$566K 0.01%
+2,397
143
$543K 0.01%
3,689
+172
144
$526K 0.01%
1,933
+200
145
$522K 0.01%
1,600
146
$491K 0.01%
6,063
+1,050
147
$474K 0.01%
+2,870
148
$373K 0.01%
7,200
-1,150
149
$362K 0.01%
11,450
+500
150
$350K 0.01%
24,201
3 4 5
6
7