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
$1.16B
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$15.5M
3
+$8.05M
4
VZ icon
Verizon
VZ
+$4.66M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$4.31M

Top Sells

1
+$4.34M
2
+$3.22M
3
+$2.94M
4
RCI icon
Rogers Communications
RCI
+$2.85M
5
SJR
Shaw Communications Inc.
SJR
+$2.38M

Sector Composition

1 Financials 49.19%
2 Communication Services 18.87%
3 Energy 10.69%
4 Materials 5.37%
5 Technology 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 0.97%
211,375
-1,480
27
$10.8M 0.93%
172,035
-1,365
28
$10.7M 0.92%
122,756
-1,356
29
$10.6M 0.92%
154,377
-5,408
30
$10.3M 0.89%
98,683
-10,965
31
$8.36M 0.72%
261,447
-2,045
32
$7.91M 0.68%
63,483
+2,374
33
$7.89M 0.68%
117,934
-1,570
34
$7.64M 0.66%
171,554
-2,640
35
$6.44M 0.56%
211,915
-1,730
36
$6.28M 0.54%
431,658
-2,584
37
$5.92M 0.51%
46,367
-573
38
$5.77M 0.5%
67,470
+9,860
39
$5.47M 0.47%
314,530
+24,785
40
$5.04M 0.43%
93,568
-3,108
41
$5.01M 0.43%
66,575
-369
42
$4.75M 0.41%
149,018
-1,129
43
$4.47M 0.39%
160,695
+91,075
44
$4.37M 0.38%
52,340
45
$4.33M 0.37%
41,460
-296
46
$4M 0.34%
166,260
-35,785
47
$3.83M 0.33%
205,234
48
$3.78M 0.33%
149,889
-1,230
49
$3.72M 0.32%
83,025
-1,276
50
$3.65M 0.31%
44,522
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