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
$2.73B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.25M
3
+$4.19M
4
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$3.15M
5
YUMC icon
Yum China
YUMC
+$1.9M

Top Sells

1
+$36.8M
2
+$22.4M
3
+$17.1M
4
SU icon
Suncor Energy
SU
+$17.1M
5
BN icon
Brookfield
BN
+$16.4M

Sector Composition

1 Financials 29.17%
2 Technology 17.14%
3 Energy 13.42%
4 Industrials 8.59%
5 Materials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,363
127
– –
-11,956
128
– –
-4,187
129
– –
-1,257
2 3 4 5
6