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
$603M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.2M
3
+$2.93M
4
MSFT icon
Microsoft
MSFT
+$2.31M
5
POT
Potash Corp Of Saskatchewan
POT
+$1.79M

Top Sells

1
+$6.31M
2
+$3.24M
3
+$2.25M
4
BN icon
Brookfield
BN
+$2.24M
5
KIM icon
Kimco Realty
KIM
+$1.66M

Sector Composition

1 Financials 39.74%
2 Energy 16.21%
3 Communication Services 14.99%
4 Healthcare 8.25%
5 Technology 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.08M 1.34%
152,721
+1,065
27
$7.84M 1.3%
216,310
+1,077
28
$6.96M 1.16%
92,838
+6,005
29
$6.87M 1.14%
158,865
+1,420
30
$6.21M 1.03%
134,354
-136,458
31
$6.2M 1.03%
53,063
+446
32
$6.12M 1.02%
149,486
-54,863
33
$6.03M 1%
142,285
+960
34
$5.86M 0.97%
225,385
+1,320
35
$5.84M 0.97%
164,521
+1,119
36
$5.75M 0.95%
172,172
+2,508
37
$5.7M 0.95%
322,120
-126,461
38
$5.58M 0.93%
420,904
+2,353
39
$5.21M 0.86%
96,093
+9,633
40
$5.06M 0.84%
23,330
41
$4.72M 0.78%
42,566
+847
42
$4.72M 0.78%
90,424
+1,081
43
$4.49M 0.75%
42,860
+905
44
$4.32M 0.72%
46,052
+998
45
$3.48M 0.58%
121,166
+1,713
46
$3.44M 0.57%
97,991
-940
47
$3.31M 0.55%
37,385
48
$3.28M 0.54%
72,381
+1,385
49
$3.23M 0.54%
192,550
50
$3.21M 0.53%
54,450
-1,075
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