LM

Lincluden Management Portfolio holdings

AUM $894M
1-Year Est. Return 9.85%
This Quarter Est. Return
1 Year Est. Return
+9.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$10.6M
3
+$8.43M
4
RY icon
Royal Bank of Canada
RY
+$7.38M
5
ERF
Enerplus Corporation
ERF
+$6.44M

Top Sells

1
+$6.65M
2
+$3.33M
3
+$3.3M
4
OVV icon
Ovintiv
OVV
+$3.24M
5
EMR icon
Emerson Electric
EMR
+$2.77M

Sector Composition

1 Financials 49.04%
2 Energy 11.18%
3 Communication Services 10.34%
4 Materials 6.82%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.7M 1.06%
257,970
+7,680
27
$11.6M 1.05%
310,156
+10,305
28
$11.6M 1.05%
649,196
+11,255
29
$11.3M 1.03%
235,688
+8,936
30
$11.2M 1.02%
339,535
+30,770
31
$10.9M 0.99%
185,843
+4,250
32
$10.2M 0.92%
181,015
+5,500
33
$9.92M 0.9%
316,217
-62,800
34
$9.22M 0.84%
579,970
+25,895
35
$8.75M 0.79%
171,315
+39,520
36
$8.2M 0.74%
664,036
-72,820
37
$8.16M 0.74%
166,117
+8,810
38
$8.13M 0.74%
279,587
+14,424
39
$7.53M 0.68%
437,400
+279,160
40
$6.51M 0.59%
290,255
+8,640
41
$6.44M 0.59%
+357,169
42
$6.43M 0.58%
123,465
+3,295
43
$6.38M 0.58%
70,540
+3,214
44
$6.23M 0.57%
400,032
+14,395
45
$5.57M 0.51%
63,908
+5,187
46
$5.54M 0.5%
89,608
+4,205
47
$5.01M 0.46%
357,720
+18,180
48
$4.81M 0.44%
82,490
+55,770
49
$4.79M 0.44%
58,872
+4,735
50
$4.65M 0.42%
45,979
+2,945
1
2
3 4