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
$1.11B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$48.8M
2
+$32.5M
3
+$13.4M
4
BCE icon
BCE
BCE
+$13.1M
5
BMO icon
Bank of Montreal
BMO
+$10.3M

Top Sells

1
+$36.4B
2
+$8.96M
3
+$6.1M
4
CNQ icon
Canadian Natural Resources
CNQ
+$5.45M
5
TRI icon
Thomson Reuters
TRI
+$4.48M

Sector Composition

1 Financials 45.48%
2 Communication Services 18.6%
3 Energy 12.93%
4 Materials 5.5%
5 Technology 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 1.01%
473,581
+15,620
27
$11.2M 1%
124,112
+5,056
28
$11M 0.99%
263,492
+15,085
29
$10.8M 0.97%
173,400
+12,185
30
$10.8M 0.97%
109,648
+4,525
31
$10.5M 0.95%
159,785
+7,743
32
$8.43M 0.76%
213,645
+39,475
33
$7.46M 0.67%
174,194
-83,434
34
$7.25M 0.65%
61,109
+7,717
35
$7.15M 0.64%
119,504
-30,755
36
$6.95M 0.63%
434,242
-340,268
37
$6.29M 0.57%
36,540
+2,945
38
$5.64M 0.51%
130,965
+9,065
39
$5.62M 0.51%
46,940
+11,117
40
$5.25M 0.47%
+202,045
41
$5.24M 0.47%
+66,944
42
$5.09M 0.46%
96,676
+1,592
43
$4.87M 0.44%
150,147
-9,179
44
$4.63M 0.42%
57,610
45
$4.48M 0.4%
41,756
+7,161
46
$4.37M 0.39%
289,745
+24,760
47
$3.88M 0.35%
238,960
-10,265
48
$3.86M 0.35%
52,340
-30,800
49
$3.65M 0.33%
44,522
+7,405
50
$3.63M 0.33%
151,119
+17,031
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