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
$2.87B
AUM Growth
+$80.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$19.1M
3
+$4.9M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$3.58M
5
EQIX icon
Equinix
EQIX
+$3.09M

Top Sells

1
+$36.2M
2
+$11.7M
3
+$9.97M
4
AEM icon
Agnico Eagle Mines
AEM
+$9.39M
5
TRP icon
TC Energy
TRP
+$8.74M

Sector Composition

1 Financials 27.9%
2 Technology 17.96%
3 Energy 15.81%
4 Industrials 10.13%
5 Materials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$971K 0.03%
6,225
127
$957K 0.03%
6,445
128
$949K 0.03%
301
129
$882K 0.03%
1,543
+15
130
$868K 0.03%
2,150
131
$820K 0.03%
9,511
-219
132
$751K 0.03%
2,691
+147
133
$751K 0.03%
28,419
+18,719
134
$717K 0.03%
921
+27
135
$702K 0.02%
+1,759
136
$677K 0.02%
1,491
+53
137
$613K 0.02%
1,135
+100
138
$583K 0.02%
1,874
+868
139
$533K 0.02%
1,486
+5
140
$529K 0.02%
83,701
141
$500K 0.02%
3,438
-106
142
$424K 0.01%
+762
143
$316K 0.01%
1,257
144
$286K 0.01%
1,272
-695
145
$232K 0.01%
5,203
-432
146
$34.1K ﹤0.01%
+10,085
147
$20.5K ﹤0.01%
13,129
-9,016
148
– –
-711
149
– –
-230,785
150
– –
-9,896
3 4 5
6
7