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
$2.79B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$12.9M
3
+$6.84M
4
EQIX icon
Equinix
EQIX
+$6.66M
5
ASML icon
ASML
ASML
+$5.47M

Top Sells

1
+$90.6M
2
+$22.3M
3
+$17.5M
4
CP icon
Canadian Pacific Kansas City
CP
+$17.4M
5
SU icon
Suncor Energy
SU
+$17.1M

Sector Composition

1 Financials 28.52%
2 Technology 17.93%
3 Energy 15.37%
4 Industrials 9.68%
5 Materials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$846K 0.03%
6,225
+1,100
127
$787K 0.03%
1,528
-382
128
$778K 0.03%
301
+4
129
$707K 0.03%
2,278
-459
130
$686K 0.02%
1,438
-300
131
$673K 0.02%
9,730
132
$662K 0.02%
2,544
-532
133
$606K 0.02%
1,481
-285
134
$574K 0.02%
1,035
135
$572K 0.02%
36,711
+3,376
136
$570K 0.02%
9,280
137
$531K 0.02%
83,701
138
$521K 0.02%
+894
139
$493K 0.02%
3,544
-2,219
140
$441K 0.02%
13,276
-2,725,794
141
$432K 0.02%
1,967
-601
142
$365K 0.01%
7,285
-2,383
143
$313K 0.01%
9,896
144
$298K 0.01%
3,308
-3,912
145
$274K 0.01%
+1,006
146
$268K 0.01%
5,635
-314
147
$231K 0.01%
+9,700
148
$231K 0.01%
+1,257
149
$215K 0.01%
+2,858
150
$210K 0.01%
+711
3 4 5
6
7