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
$4.99B
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$24.3M
3
+$17.8M
4
RCI icon
Rogers Communications
RCI
+$13.1M
5
AEM icon
Agnico Eagle Mines
AEM
+$9.36M

Top Sells

1
+$37.1M
2
+$36.3M
3
+$28.6M
4
CP icon
Canadian Pacific Kansas City
CP
+$22.5M
5
UNH icon
UnitedHealth
UNH
+$19M

Sector Composition

1 Financials 31.49%
2 Energy 19.24%
3 Communication Services 8.83%
4 Technology 8.47%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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