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
$517M
AUM Growth
+$517M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$4.39M
3
+$4.24M
4
GSK icon
GSK
GSK
+$4.23M
5
SPG icon
Simon Property Group
SPG
+$3.75M

Top Sells

1
+$12.2M
2
+$11.2M
3
+$10.1M
4
BNS icon
Scotiabank
BNS
+$9.9M
5
RY icon
Royal Bank of Canada
RY
+$7.46M

Sector Composition

1 Financials 44.03%
2 Communication Services 14.39%
3 Energy 9.54%
4 Healthcare 9.33%
5 Technology 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.79M 1.31%
396,832
-26,780
27
$6.76M 1.31%
140,644
+88,084
28
$6.25M 1.21%
131,890
+89,550
29
$5.7M 1.1%
88,023
+45,945
30
$5.69M 1.1%
114,670
-2,665
31
$5.51M 1.07%
267,630
+84,355
32
$5.29M 1.02%
560,396
-658,826
33
$5.22M 1.01%
175,330
-28,890
34
$5.09M 0.98%
382,610
+259,245
35
$4.78M 0.92%
52,436
-52
36
$4.71M 0.91%
964,580
+5,385
37
$4.56M 0.88%
166,640
+160,450
38
$4.13M 0.8%
512,279
39
$3.8M 0.73%
79,036
-153,700
40
$3.75M 0.73%
+20,430
41
$3.69M 0.71%
40,927
-8,554
42
$3.49M 0.67%
96,659
+10,135
43
$3.45M 0.67%
60,610
-23,105
44
$3.33M 0.64%
235,439
-20,425
45
$3.16M 0.61%
96,225
-86,761
46
$3.03M 0.58%
+96,025
47
$2.99M 0.58%
+40,490
48
$2.96M 0.57%
73,676
-230
49
$2.91M 0.56%
+148,030
50
$2.8M 0.54%
63,293
-3,745
1
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