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
$6.78B
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$32.6M
3
+$12.7M
4
TRI icon
Thomson Reuters
TRI
+$7.8M
5
VET icon
Vermilion Energy
VET
+$7.45M

Top Sells

1
+$21.3M
2
+$21.1M
3
+$20.5M
4
MFC icon
Manulife Financial
MFC
+$18.9M
5
UNH icon
UnitedHealth
UNH
+$18.6M

Sector Composition

1 Financials 34.55%
2 Energy 19.65%
3 Industrials 10.39%
4 Materials 8.47%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$396K 0.01%
2,614
-140,924
152
$396K 0.01%
+4,642
153
$391K 0.01%
5,316
+56
154
$388K 0.01%
21,100
-4,160
155
$387K 0.01%
18,000
156
$384K 0.01%
12,451
-448
157
$384K 0.01%
7,614
-1,572
158
$369K 0.01%
3,514
-318
159
$369K 0.01%
3,345
-320
160
$357K 0.01%
4,355
+618
161
$352K 0.01%
+16,117
162
$349K 0.01%
5,490
-274
163
$344K 0.01%
+2,701
164
$334K ﹤0.01%
5,654
-129
165
$301K ﹤0.01%
+7,309
166
$286K ﹤0.01%
3,525
167
$286K ﹤0.01%
166,599
168
$282K ﹤0.01%
5,415
-1,952
169
$274K ﹤0.01%
5,138
+435
170
$256K ﹤0.01%
6,466
-97,480
171
$248K ﹤0.01%
4,405
-3,914
172
$240K ﹤0.01%
+7,921
173
$234K ﹤0.01%
+4,440
174
$234K ﹤0.01%
2,232
-469
175
$225K ﹤0.01%
64
-12
5 6
7
8 9