GP

Guardian Partners Portfolio holdings

AUM $1.11B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$983M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$61M
2
+$38.3M
3
+$37.1M
4
ENB icon
Enbridge
ENB
+$34.7M
5
BNS icon
Scotiabank
BNS
+$31.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 33.28%
2 Technology 12.01%
3 Energy 11.46%
4 Healthcare 7.05%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.87M 0.7%
+42,141
52
$6.83M 0.7%
+11,594
53
$6.78M 0.69%
+65,444
54
$6.4M 0.65%
+55,245
55
$5.95M 0.61%
+47,397
56
$5.89M 0.6%
+192,187
57
$5.41M 0.55%
+1,786,414
58
$5.25M 0.53%
+73,643
59
$5.18M 0.53%
+185,772
60
$4.9M 0.5%
+30,829
61
$4.88M 0.5%
+52,683
62
$4.78M 0.49%
+98,081
63
$4.4M 0.45%
+52,731
64
$4.37M 0.44%
+47,351
65
$4.24M 0.43%
+59,273
66
$4.22M 0.43%
+17,724
67
$3.86M 0.39%
+30,684
68
$3.62M 0.37%
+15,785
69
$3.46M 0.35%
+128,651
70
$3.44M 0.35%
+31,380
71
$3.34M 0.34%
+20,912
72
$3.3M 0.34%
+4,187
73
$3.24M 0.33%
+98,997
74
$3.17M 0.32%
+47,564
75
$3.01M 0.31%
+38,525
1 2
3
4 5