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
$3.81B
AUM Growth
-$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$19.3M
3
+$18.8M
4
CLS icon
Celestica
CLS
+$11.2M
5
LRCX icon
Lam Research
LRCX
+$10.8M

Top Sells

1
+$56M
2
+$36.5M
3
+$32M
4
RY icon
Royal Bank of Canada
RY
+$31.8M
5
BN icon
Brookfield
BN
+$28.5M

Sector Composition

1 Financials 25.91%
2 Technology 12.82%
3 Energy 11.07%
4 Industrials 10.6%
5 Communication Services 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$343K 0.01%
4,120
152
$152K ﹤0.01%
10,530
-15,670
153
$141K ﹤0.01%
1,337
154
– –
-965
155
– –
-136,363
156
– –
-2,500
157
– –
-18,600
158
– –
-63,257
3 4 5 6
7