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
$2.9B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11.4M
3
+$7.96M
4
TD icon
Toronto Dominion Bank
TD
+$6.39M
5
AMGN icon
Amgen
AMGN
+$6.17M

Top Sells

1
+$24.9M
2
+$14.9M
3
+$10.3M
4
BNS icon
Scotiabank
BNS
+$9.62M
5
DOOO icon
Bombardier Recreational Products
DOOO
+$8.57M

Sector Composition

1 Financials 29.12%
2 Energy 15.49%
3 Technology 11.98%
4 Industrials 9.74%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$828K 0.03%
6,812
-58
127
$787K 0.03%
29,600
128
$779K 0.03%
2,150
+632
129
$774K 0.03%
70,458
+757
130
$742K 0.03%
3,943
+2,271
131
$717K 0.02%
2,604
-25
132
$710K 0.02%
20,769
-461
133
$705K 0.02%
4,000
+450
134
$698K 0.02%
7,196
135
$697K 0.02%
7,716
+680
136
$680K 0.02%
4,322
-614
137
$674K 0.02%
3,719
-38
138
$641K 0.02%
9,050
139
$625K 0.02%
21,500
140
$598K 0.02%
13,034
141
$568K 0.02%
3,830
-46
142
$554K 0.02%
2,750
+250
143
$547K 0.02%
1,119
-11
144
$479K 0.02%
9,758
+2,685
145
$464K 0.02%
+6,567
146
$457K 0.02%
+8,160
147
$445K 0.02%
2,071
-34
148
$369K 0.01%
+923
149
$336K 0.01%
889
-718
150
$330K 0.01%
+5,411
3 4 5
6
7