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
$1.1B
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$9.37M
3
+$1.27M
4
BNS icon
Scotiabank
BNS
+$1.17M
5
VZ icon
Verizon
VZ
+$909K

Top Sells

1
+$6.74M
2
+$4.28M
3
+$2.98M
4
SU icon
Suncor Energy
SU
+$2.39M
5
BMO icon
Bank of Montreal
BMO
+$2.39M

Sector Composition

1 Financials 36.61%
2 Energy 17.05%
3 Communication Services 12.57%
4 Materials 8.71%
5 Healthcare 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.2M 1.29%
269,740
+12,440
27
$13.5M 1.24%
324,810
+17,030
28
$13.5M 1.23%
581,110
+9,475
29
$13.2M 1.21%
302,010
-32,115
30
$13.1M 1.2%
361,988
+20,595
31
$12.4M 1.13%
250,512
+14,978
32
$11.2M 1.02%
346,027
+20,450
33
$11M 1.01%
698,356
+26,750
34
$10.9M 1%
189,456
+6,940
35
$10.9M 0.99%
222,677
+18,571
36
$10.8M 0.99%
255,820
+12,545
37
$10.2M 0.93%
481,780
+18,540
38
$10.1M 0.92%
184,230
+9,595
39
$9.37M 0.85%
+163,335
40
$8.29M 0.76%
335,947
-273,368
41
$8.05M 0.73%
523,810
+22,660
42
$7.79M 0.71%
77,291
+5,423
43
$7.56M 0.69%
304,111
+14,405
44
$7.5M 0.68%
263,665
-10,557
45
$7.4M 0.67%
118,825
+5,680
46
$6.76M 0.62%
623,675
+43,040
47
$6.64M 0.61%
74,930
+8,910
48
$6.56M 0.6%
232,933
+25,217
49
$6.04M 0.55%
128,149
+5,515
50
$5.42M 0.49%
386,884
+30,850
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