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
$918M
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$22.2M
3
+$21.7M
4
RCI icon
Rogers Communications
RCI
+$17.6M
5
BNS icon
Scotiabank
BNS
+$15.9M

Top Sells

1
+$16.4M
2
+$2.24M
3
+$2.23M
4
GRP.U
Granite Real Estate Investment Trust
GRP.U
+$1.57M
5
CVX icon
Chevron
CVX
+$1.04M

Sector Composition

1 Financials 43.18%
2 Communication Services 18.23%
3 Energy 16.77%
4 Healthcare 5.21%
5 Technology 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.1%
457,961
+34,287
27
$10.1M 1.1%
333,371
+224,260
28
$10M 1.09%
119,056
+8,822
29
$9.45M 1.03%
152,042
+1,935
30
$9.23M 1.01%
177,572
31
$9.09M 0.99%
105,123
+11,840
32
$8.93M 0.97%
150,259
+6,524
33
$8.15M 0.89%
184,013
34
$7.8M 0.85%
156,068
+21,736
35
$7.08M 0.77%
174,170
+14,020
36
$6.74M 0.73%
53,392
37
$6.1M 0.66%
109,375
+17,696
38
$5.97M 0.65%
33,595
+10,265
39
$5.59M 0.61%
83,140
-2,110
40
$5.41M 0.59%
121,900
+23,909
41
$4.91M 0.54%
159,326
-21,030
42
$4.84M 0.53%
57,610
+20,225
43
$4.58M 0.5%
95,084
-12,661
44
$4.12M 0.45%
249,225
+85,015
45
$4.07M 0.44%
34,595
-8,845
46
$3.98M 0.43%
35,823
-7,598
47
$3.74M 0.41%
264,985
+35,512
48
$3.56M 0.39%
36,510
49
$3.35M 0.37%
37,117
-9,550
50
$3.29M 0.36%
205,234
+9,360
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