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
$812K
AUM Growth
-$700M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.95K
2
+$4.32K
3
+$3.04K
4
SLF icon
Sun Life Financial
SLF
+$2.17K
5
CVE icon
Cenovus Energy
CVE
+$1.73K

Top Sells

1
+$4.94K
2
+$2.14K
3
+$2.12K
4
RY icon
Royal Bank of Canada
RY
+$2.12K
5
BNS icon
Scotiabank
BNS
+$1.52K

Sector Composition

1 Financials 37.8%
2 Industrials 21.12%
3 Communication Services 13.14%
4 Energy 10.42%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.2K 1.13%
197,335
-17,070
27
$9.19K 1.13%
117,410
-13,590
28
$8.67K 1.07%
605,987
-59,980
29
$8.41K 1.04%
959,195
+564,565
30
$8.36K 1.03%
423,612
-12,070
31
$8.11K 1%
476,746
-12,830
32
$6.95K 0.86%
182,986
+25,553
33
$6.5K 0.8%
204,220
-41,522
34
$6.48K 0.8%
117,335
-8,250
35
$5.67K 0.7%
183,275
+16,215
36
$5.57K 0.69%
52,488
-1,720
37
$5.45K 0.67%
123,365
-48,110
38
$5.28K 0.65%
532,608
-1,900
39
$4.83K 0.59%
83,715
+52,775
40
$4.81K 0.59%
49,481
-14,722
41
$4.24K 0.52%
255,864
-48,160
42
$4.04K 0.5%
211,059
-44,370
43
$3.83K 0.47%
357,952
-38,325
44
$3.72K 0.46%
67,038
-9,730
45
$3.49K 0.43%
86,524
-11,500
46
$3.06K 0.38%
131,743
+6,870
47
$2.96K 0.36%
50,030
-17,510
48
$2.96K 0.36%
42,078
-7,845
49
$2.9K 0.36%
73,906
-20,360
50
$2.89K 0.36%
79,405
+5,960
1
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