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
$5.97B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$99.5M
3
+$69.2M
4
TU icon
Telus
TU
+$27.1M
5
MFC icon
Manulife Financial
MFC
+$24.9M

Top Sells

1
+$111M
2
+$38.2M
3
+$35.5M
4
BHC icon
Bausch Health
BHC
+$32.1M
5
WPM icon
Wheaton Precious Metals
WPM
+$23.5M

Sector Composition

1 Financials 33.32%
2 Energy 12.28%
3 Technology 11.59%
4 Consumer Discretionary 10.25%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$606K 0.01%
7,100
-1,500
152
$602K 0.01%
22,180
-820
153
$600K 0.01%
6,454
+293
154
$592K 0.01%
+172,715
155
$592K 0.01%
2,578
+110
156
$582K 0.01%
+6,904
157
$573K 0.01%
1,150
-12,271
158
$563K 0.01%
+28,920
159
$522K 0.01%
+2,704
160
$499K 0.01%
1,200
-100
161
$492K 0.01%
24,728
162
$467K 0.01%
895
-447
163
$442K 0.01%
+21,583
164
$47K ﹤0.01%
1,337
165
– –
-5,012
166
– –
-3,750
167
– –
-3,293
168
– –
-2,153
3 4 5 6
7