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
$1.03B
AUM Growth
-$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$1.43M
3
+$1.13M
4
DE icon
Deere & Co
DE
+$697K
5
PFE icon
Pfizer
PFE
+$481K

Top Sells

1
+$8.29M
2
+$7.91M
3
+$7.38M
4
POT
Potash Corp Of Saskatchewan
POT
+$6.96M
5
OVV icon
Ovintiv
OVV
+$6.79M

Sector Composition

1 Financials 40.97%
2 Energy 14.77%
3 Communication Services 14.07%
4 Materials 7.63%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.2M 1.28%
682,087
-1,465
27
$12.5M 1.21%
556,770
-24,340
28
$12M 1.17%
347,107
+1,080
29
$12M 1.16%
250,125
-387
30
$11.9M 1.15%
547,770
+65,990
31
$11.4M 1.11%
188,921
-535
32
$11M 1.07%
220,192
-2,485
33
$11M 1.06%
256,745
+925
34
$10.8M 1.05%
164,455
+1,120
35
$10.3M 1.01%
702,196
+3,840
36
$9.98M 0.97%
184,775
+545
37
$9.04M 0.88%
194,940
-129,870
38
$8.92M 0.87%
523,055
-755
39
$8.01M 0.78%
250,828
-111,160
40
$7.55M 0.73%
77,374
+83
41
$7.02M 0.68%
250,092
+17,159
42
$6.68M 0.65%
276,905
+13,240
43
$6.67M 0.65%
75,098
+168
44
$6.62M 0.64%
127,824
-325
45
$6.32M 0.61%
143,690
-158,320
46
$5.78M 0.56%
69,035
+235
47
$5.55M 0.54%
390,874
+3,990
48
$4.87M 0.47%
51,728
+155
49
$4.85M 0.47%
400,925
-222,750
50
$4.58M 0.45%
273,619
+3,595
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