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
$5.14B
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$30.1M
3
+$29.2M
4
WPM icon
Wheaton Precious Metals
WPM
+$22.2M
5
SHEL icon
Shell
SHEL
+$21.5M

Top Sells

1
+$73.4M
2
+$40.7M
3
+$37.6M
4
SU icon
Suncor Energy
SU
+$36.2M
5
AEM icon
Agnico Eagle Mines
AEM
+$21.5M

Sector Composition

1 Financials 31.49%
2 Energy 14.83%
3 Technology 11.69%
4 Materials 8.41%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.46M 0.03%
10,705
+1,400
127
$1.42M 0.03%
11,129
-334
128
$1.26M 0.02%
10,679
129
$1.16M 0.02%
+39,612
130
$1.12M 0.02%
29,680
+1,890
131
$1.02M 0.02%
2,229
+1,855
132
$1.01M 0.02%
4,050
133
$972K 0.02%
+32,005
134
$964K 0.02%
+3,976
135
$945K 0.02%
4,675
136
$922K 0.02%
15,225
+175
137
$919K 0.02%
6,954
+3,294
138
$892K 0.02%
10,458
+971
139
$890K 0.02%
1,850
+400
140
$875K 0.02%
16,280
-342,750
141
$858K 0.02%
+5,433
142
$853K 0.02%
27,200
+5,800
143
$851K 0.02%
+19,681
144
$819K 0.02%
3,008
+595
145
$804K 0.02%
9,600
146
$776K 0.02%
7,300
+200
147
$771K 0.02%
1,409
148
$771K 0.02%
1,384
-811
149
$726K 0.01%
2,446
+1,597
150
$712K 0.01%
5,378
+100
4 5
6
7 8