GC

Guardian Capital Portfolio holdings

AUM $3.1B
1-Year Est. Return 22.04%
This Quarter Est. Return
1 Year Est. Return
+22.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.78B
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$32.6M
3
+$12.7M
4
TRI icon
Thomson Reuters
TRI
+$7.8M
5
VET icon
Vermilion Energy
VET
+$7.45M

Top Sells

1
+$21.3M
2
+$21.1M
3
+$20.5M
4
MFC icon
Manulife Financial
MFC
+$18.9M
5
UNH icon
UnitedHealth
UNH
+$18.6M

Sector Composition

1 Financials 34.55%
2 Energy 19.65%
3 Industrials 10.39%
4 Materials 8.47%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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204
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-3,642
205
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206
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-45,610
207
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-5,682
208
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-39,076
209
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-315,870
210
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-71,951
211
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-9,546
212
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213
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214
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-662,900
215
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-3,560
216
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-220,631
5 6 7 8
9