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
$1.29B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$12.7M
3
+$9.98M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$6.78M
5
VRN
Veren
VRN
+$6.55M

Top Sells

1
+$124M
2
+$30M
3
+$2.36M
4
RCI icon
Rogers Communications
RCI
+$1.99M
5
CVX icon
Chevron
CVX
+$1.94M

Sector Composition

1 Financials 47.69%
2 Communication Services 18.63%
3 Energy 12.8%
4 Materials 5.16%
5 Healthcare 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 0.89%
154,627
+250
27
$11.2M 0.87%
122,876
+120
28
$10.9M 0.85%
210,691
-25,401
29
$10.9M 0.84%
99,038
+355
30
$10.6M 0.82%
172,320
+285
31
$10.4M 0.8%
125,230
+72,890
32
$9.44M 0.73%
257,142
-4,305
33
$8.62M 0.67%
169,888
+76,320
34
$8.61M 0.67%
118,419
+485
35
$8.25M 0.64%
171,319
-235
36
$7.9M 0.61%
233,137
+84,119
37
$7.3M 0.57%
64,178
+695
38
$6.3M 0.49%
46,356
-11
39
$5.97M 0.46%
323,890
+9,360
40
$5.58M 0.43%
+133,610
41
$5.33M 0.41%
+107,760
42
$5.03M 0.39%
67,093
+518
43
$4.98M 0.39%
212,070
+155
44
$4.6M 0.36%
160,695
45
$4.32M 0.33%
166,260
46
$3.95M 0.31%
151,584
+1,695
47
$3.81M 0.3%
41,645
-25,825
48
$3.79M 0.29%
84,235
+1,210
49
$3.69M 0.29%
60,349
+34,484
50
$3.68M 0.29%
76,055
+5,435
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