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
$2.69B
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$21.1M
3
+$10.5M
4
META icon
Meta Platforms (Facebook)
META
+$8.21M
5
PH icon
Parker-Hannifin
PH
+$7.93M

Top Sells

1
+$12.8M
2
+$10.2M
3
+$6.58M
4
MFC icon
Manulife Financial
MFC
+$4.66M
5
BN icon
Brookfield
BN
+$4.18M

Sector Composition

1 Financials 29.88%
2 Technology 17.24%
3 Energy 13.31%
4 Industrials 8.48%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,316
127
– –
-92,774
128
– –
-14,726
129
– –
-12,274
2 3 4 5
6