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
$592M
AUM Growth
+$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$6.55M
3
+$5.74M
4
MFC icon
Manulife Financial
MFC
+$5.57M
5
DVN icon
Devon Energy
DVN
+$5.34M

Top Sells

1
+$7.28M
2
+$6.19M
3
+$2.68M
4
BAX icon
Baxter International
BAX
+$2.55M
5
WELL icon
Welltower
WELL
+$2.07M

Sector Composition

1 Financials 41.25%
2 Communication Services 14.72%
3 Energy 13.34%
4 Healthcare 8.09%
5 Technology 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.87M 1.33%
132,929
+635
27
$7.82M 1.32%
157,445
+25,380
28
$7.09M 1.2%
543,051
-3,589
29
$6.98M 1.18%
86,833
-95
30
$6.87M 1.16%
1,756,015
+406,195
31
$6.4M 1.08%
163,402
+1,800
32
$6.28M 1.06%
113,710
+1,760
33
$5.91M 1%
215,233
+194,475
34
$5.9M 1%
141,325
+28,190
35
$5.66M 0.96%
418,551
+3,955
36
$5.6M 0.95%
224,065
+2,440
37
$5.45M 0.92%
52,617
+763
38
$4.86M 0.82%
89,343
+8,860
39
$4.84M 0.82%
23,330
-1,080
40
$4.77M 0.81%
169,664
+10,460
41
$4.46M 0.75%
41,719
+1,662
42
$4.38M 0.74%
86,460
+2,668
43
$4.25M 0.72%
98,931
+22,380
44
$4.14M 0.7%
5,990
-8,960
45
$4M 0.68%
41,955
+25,105
46
$3.77M 0.64%
45,054
+13,510
47
$3.46M 0.59%
55,525
-745
48
$3.4M 0.57%
119,453
+29,175
49
$3.29M 0.56%
70,996
+305
50
$3.24M 0.55%
78,925
-62,050
1
2
3 4