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
$681M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$8.2M
3
+$7.93M
4
MFC icon
Manulife Financial
MFC
+$5.93M
5
RY icon
Royal Bank of Canada
RY
+$5.81M

Top Sells

1
+$9.09M
2
+$4.78M
3
+$1.12M
4
JNJ icon
Johnson & Johnson
JNJ
+$898K
5
MRK icon
Merck
MRK
+$690K

Sector Composition

1 Financials 41.43%
2 Energy 16.97%
3 Communication Services 14.82%
4 Healthcare 7.31%
5 Technology 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.94M 1.31%
134,241
+750
27
$8.65M 1.27%
150,107
-8,696
28
$8.53M 1.25%
93,283
+445
29
$8.52M 1.25%
215,196
+50,675
30
$8.15M 1.2%
184,013
+1,245
31
$7.28M 1.07%
227,095
+1,710
32
$6.9M 1.01%
160,150
+1,285
33
$6.79M 1%
143,735
+1,450
34
$6.74M 0.99%
53,392
+329
35
$6.63M 0.97%
423,674
+2,770
36
$6.34M 0.93%
134,332
-22
37
$5.81M 0.85%
107,745
+11,652
38
$5.8M 0.85%
180,356
+8,184
39
$5.57M 0.82%
85,250
+30,800
40
$5.49M 0.81%
139,749
-9,737
41
$5M 0.73%
91,679
+1,255
42
$4.93M 0.72%
262,328
-59,792
43
$4.83M 0.71%
23,330
44
$4.83M 0.71%
43,421
+855
45
$4.47M 0.66%
43,440
+580
46
$4.2M 0.62%
97,991
47
$4.07M 0.6%
46,667
+615
48
$3.56M 0.52%
36,510
+750
49
$3.46M 0.51%
109,111
-12,055
50
$3.22M 0.47%
134,088
+2,565
1
2
3 4