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
$2.9B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11.4M
3
+$7.96M
4
TD icon
Toronto Dominion Bank
TD
+$6.39M
5
AMGN icon
Amgen
AMGN
+$6.17M

Top Sells

1
+$24.9M
2
+$14.9M
3
+$10.3M
4
BNS icon
Scotiabank
BNS
+$9.62M
5
DOOO icon
Bombardier Recreational Products
DOOO
+$8.57M

Sector Composition

1 Financials 29.12%
2 Energy 15.49%
3 Technology 11.98%
4 Industrials 9.74%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$327K 0.01%
8,930
-120
152
$298K 0.01%
9,645
-5,170
153
$280K 0.01%
8,680
154
$265K 0.01%
638
-1,249
155
$262K 0.01%
5,746
-605
156
$211K 0.01%
1,462
157
$209K 0.01%
+8,720
158
$201K 0.01%
10,515
+492
159
– –
-912
160
– –
-99,297
161
– –
-31,522
162
– –
-10,786
163
– –
-139,636
164
– –
-12,090
165
– –
-11,406
166
– –
-105,802
167
– –
-40,946
168
– –
-626
169
– –
-48,059
170
– –
-15,965
3 4 5 6
7