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
201
$203K ﹤0.01%
+4,316
202
$141K ﹤0.01%
22,070
-30,569
203
– –
-3,760
204
– –
-1,748
205
– –
-6,246
206
– –
-2,554
207
– –
-3,886
208
– –
-4,742
209
– –
-4,967
210
– –
-6,135
211
– –
-3,476
212
– –
-1,730
213
– –
-3,167
214
– –
-4,571
215
– –
-146,203
216
– –
-1,171,900
217
– –
-110,198
5 6 7 8
9