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
$2.9B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11.4M
3
+$7.96M
4
TD icon
Toronto Dominion Bank
TD
+$6.39M
5
AMGN icon
Amgen
AMGN
+$6.17M

Top Sells

1
+$24.9M
2
+$14.9M
3
+$10.3M
4
BNS icon
Scotiabank
BNS
+$9.62M
5
DOO
Bombardier Recreational Products
DOO
+$8.57M

Sector Composition

1 Financials 29.12%
2 Energy 15.49%
3 Technology 11.98%
4 Industrials 9.74%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$241M 8.28%
2,733,446
+47,386
2
$229M 7.88%
2,530,509
+4,095
3
$128M 4.39%
4,508,044
-55,470
4
$109M 3.74%
1,619,093
+3,444
5
$104M 3.56%
4,426,388
-21,405
6
$97M 3.33%
4,857,280
+30,939
7
$92.9M 3.2%
1,227,903
-27,110
8
$91.5M 3.15%
1,484,423
+103,608
9
$83.8M 2.88%
3,782,316
-188,957
10
$72M 2.47%
1,345,719
-29,320
11
$69.8M 2.4%
1,723,162
+196,595
12
$62.3M 2.14%
573,472
+35,016
13
$59.6M 2.05%
2,097,505
-17,822
14
$57.3M 1.97%
1,302,693
-8,525
15
$55.8M 1.92%
1,324,746
+349,329
16
$54.3M 1.87%
3,443,750
-115,825
17
$52.3M 1.8%
1,096,742
-21,912
18
$51M 1.75%
1,565,339
-85,898
19
$47.1M 1.62%
341,095
-7,179
20
$43.7M 1.5%
1,171,659
-16,723
21
$42.1M 1.45%
1,583,402
-936,653
22
$40M 1.37%
171,668
-1,509
23
$39.7M 1.36%
472,988
+135,618
24
$36.6M 1.26%
862,056
-10,358
25
$34.6M 1.19%
906,859
-10,474
1
2 3 4 5