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
$3.26B
AUM Growth
-$1.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$7.77M
3
+$7.63M
4
ABBV icon
AbbVie
ABBV
+$7.26M
5
CSCO icon
Cisco
CSCO
+$7.19M

Top Sells

1
+$88.8M
2
+$87.9M
3
+$86.8M
4
TD icon
Toronto Dominion Bank
TD
+$80.4M
5
BMO icon
Bank of Montreal
BMO
+$80.1M

Sector Composition

1 Financials 28.39%
2 Energy 16.22%
3 Technology 13.45%
4 Industrials 8.95%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.03M 0.03%
31,970
+2,290
127
$1.01M 0.03%
40,946
+8,941
128
$962K 0.03%
2,629
+400
129
$935K 0.03%
69,701
+45,000
130
$917K 0.03%
5,250
+575
131
$913K 0.03%
16,345
+1,120
132
$898K 0.03%
1,887
-1,132
133
$816K 0.03%
6,870
+1,492
134
$815K 0.02%
3,757
+1,062
135
$804K 0.02%
29,600
+2,400
136
$764K 0.02%
1,607
+223
137
$746K 0.02%
3,550
-500
138
$741K 0.02%
+21,230
139
$680K 0.02%
4,936
-497
140
$672K 0.02%
7,196
-104
141
$667K 0.02%
13,034
+2,756
142
$666K 0.02%
3,876
-56,323
143
$662K 0.02%
7,036
+82
144
$630K 0.02%
9,050
-550
145
$615K 0.02%
2,500
+600
146
$523K 0.02%
15,965
-285
147
$514K 0.02%
1,130
+294
148
$466K 0.01%
14,815
-4,866
149
$447K 0.01%
1,518
-928
150
$446K 0.01%
10,786
+134
4 5
6
7 8