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
$3.26B
AUM Growth
-$1.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$26.8M
2 +$7.77M
3 +$7.63M
4
ABBV icon
AbbVie
ABBV
+$7.26M
5
CSCO icon
Cisco
CSCO
+$7.19M

Top Sells

1 +$88.8M
2 +$87.9M
3 +$86.8M
4
TD icon
Toronto Dominion Bank
TD
+$80.4M
5
BMO icon
Bank of Montreal
BMO
+$80.1M

Sector Composition

1 Financials 28.39%
2 Energy 16.22%
3 Technology 13.45%
4 Industrials 8.95%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,458
177
-11,129