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
$6.4B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$37.8M
3
+$14.8M
4
AGU
Agrium
AGU
+$10.2M
5
NVO icon
Novo Nordisk
NVO
+$8.01M

Top Sells

1
+$67.2M
2
+$32.8M
3
+$25M
4
RY icon
Royal Bank of Canada
RY
+$19.2M
5
BMO icon
Bank of Montreal
BMO
+$15.5M

Sector Composition

1 Financials 33.67%
2 Energy 18.76%
3 Industrials 10.33%
4 Technology 8.22%
5 Materials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$337K 0.01%
5,777
-483
177
$336K 0.01%
+6,149
178
$329K 0.01%
3,815
-301
179
$322K 0.01%
3,564
180
$321K 0.01%
5,292
-634
181
$319K 0.01%
5,661
-738
182
$316K ﹤0.01%
+445,713
183
$311K ﹤0.01%
12,098
-356
184
$311K ﹤0.01%
4,867
+345
185
$309K ﹤0.01%
3,380
-427
186
$276K ﹤0.01%
+4,949
187
$273K ﹤0.01%
+3,560
188
$258K ﹤0.01%
6,462
-194
189
$252K ﹤0.01%
+1,447
190
$250K ﹤0.01%
36,989
-18,006
191
$250K ﹤0.01%
721,100
192
$249K ﹤0.01%
8,363
-274
193
$247K ﹤0.01%
11,413
-1,099
194
$247K ﹤0.01%
5,816
-67
195
$224K ﹤0.01%
4,448
-3,199
196
$217K ﹤0.01%
90
-14
197
$216K ﹤0.01%
4,838
-4,847
198
$209K ﹤0.01%
943
-999
199
$208K ﹤0.01%
+3,132
200
$206K ﹤0.01%
+1,371
5 6 7
8
9