LM

Lincluden Management Portfolio holdings

AUM $902M
1-Year Est. Return 16.34%
This Quarter Est. Return
1 Year Est. Return
+16.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$13.3M
3
+$8.98M
4
KO icon
Coca-Cola
KO
+$8.3M
5
BNS icon
Scotiabank
BNS
+$4.3M

Top Sells

1
+$14.9M
2
+$9.48M
3
+$6.83M
4
OVV icon
Ovintiv
OVV
+$5.63M
5
PFE icon
Pfizer
PFE
+$2.19M

Sector Composition

1 Financials 37.28%
2 Energy 14.88%
3 Communication Services 13.28%
4 Materials 9.61%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 1.26%
643,397
-5,799
27
$12.8M 1.2%
257,300
-670
28
$12.7M 1.2%
129,548
+248
29
$12.6M 1.18%
307,780
-2,376
30
$11.8M 1.1%
341,393
-1,067
31
$11.1M 1.04%
235,534
-154
32
$11.1M 1.04%
182,516
-3,327
33
$10.2M 0.95%
463,240
+25,840
34
$10.1M 0.95%
325,577
+9,360
35
$9.87M 0.93%
671,606
+7,570
36
$9.85M 0.93%
204,106
+37,989
37
$9.4M 0.88%
243,275
+214,730
38
$8.96M 0.84%
180,475
-540
39
$8.73M 0.82%
174,635
+3,320
40
$8.62M 0.81%
501,150
+101,118
41
$7.65M 0.72%
113,145
+30,655
42
$6.65M 0.62%
274,222
-82,947
43
$6.6M 0.62%
71,868
+1,328
44
$6.58M 0.62%
580,635
+665
45
$6.49M 0.61%
289,706
-549
46
$6.33M 0.59%
207,716
-71,871
47
$6.01M 0.56%
89,757
+149
48
$5.84M 0.55%
66,020
+2,112
49
$5.84M 0.55%
122,634
-831
50
$5.07M 0.48%
356,034
-1,686
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