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
76
$2.99M 0.3%
+13,600
77
$2.96M 0.3%
+4,730
78
$2.84M 0.29%
+50,600
79
$2.63M 0.27%
+14,927
80
$2.54M 0.26%
+18,161
81
$2.47M 0.25%
+12,665
82
$2.47M 0.25%
+62,165
83
$2.31M 0.23%
+6,016
84
$2.06M 0.21%
+9,273
85
$2.02M 0.21%
+12,904
86
$2M 0.2%
+29,250
87
$1.96M 0.2%
+13,981
88
$1.93M 0.2%
+4,591
89
$1.82M 0.19%
+374
90
$1.68M 0.17%
+15,625
91
$1.68M 0.17%
+3,718
92
$1.68M 0.17%
+5,977
93
$1.66M 0.17%
+23,710
94
$1.51M 0.15%
+13,846
95
$1.51M 0.15%
+29,375
96
$1.5M 0.15%
+66,459
97
$1.45M 0.15%
+18,966
98
$1.4M 0.14%
+28,996
99
$1.37M 0.14%
+4,710
100
$1.35M 0.14%
+15,530
2 3
4
5 6