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
$2.87B
AUM Growth
+$80.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$19.1M
3
+$4.9M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$3.58M
5
EQIX icon
Equinix
EQIX
+$3.09M

Top Sells

1
+$36.2M
2
+$11.7M
3
+$9.97M
4
AEM icon
Agnico Eagle Mines
AEM
+$9.39M
5
TRP icon
TC Energy
TRP
+$8.74M

Sector Composition

1 Financials 27.9%
2 Technology 17.96%
3 Energy 15.81%
4 Industrials 10.13%
5 Materials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$257M 8.97%
2,632,909
-2,595
2
$186M 6.48%
1,841,597
-15,247
3
$153M 5.32%
3,995,342
-104,986
4
$129M 4.51%
3,333,632
+568,527
5
$113M 3.94%
3,059,627
-123,713
6
$97.6M 3.4%
2,329,686
-12,831
7
$88.4M 3.08%
1,002,132
-67,268
8
$87.9M 3.06%
5,486,529
+1,195,035
9
$81.9M 2.85%
1,029,895
+2,922
10
$81.4M 2.84%
736,882
+407
11
$80.7M 2.81%
1,352,636
-157,386
12
$66M 2.3%
1,092,329
-91,627
13
$56.4M 1.97%
134,085
+130
14
$50.6M 1.76%
1,124,305
-805,834
15
$48M 1.67%
1,214,547
-53,970
16
$47.4M 1.65%
357,620
-24,740
17
$42.3M 1.47%
246,510
+2,373
18
$41.9M 1.46%
889,669
+103,849
19
$39.4M 1.37%
299,037
-4,788
20
$38.8M 1.35%
765,225
+70,645
21
$37.7M 1.32%
1,043,432
+54,338
22
$37.2M 1.3%
50,758
+134
23
$36.6M 1.27%
843,759
-49,912
24
$34.8M 1.21%
1,391,902
+114,414
25
$34.7M 1.21%
417,713
+1,432
1
2 3 4 5