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
$1.44B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$16.5M
3
+$12.8M
4
CVE icon
Cenovus Energy
CVE
+$7.97M
5
BCE icon
BCE
BCE
+$4.91M

Top Sells

1
+$105M
2
+$12M
3
+$4.98M
4
SU icon
Suncor Energy
SU
+$2.62M
5
MGA icon
Magna International
MGA
+$1.77M

Sector Composition

1 Financials 46.71%
2 Communication Services 17.56%
3 Energy 16.23%
4 Materials 5.31%
5 Healthcare 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 0.87%
703,316
-11,180
27
$12.6M 0.87%
188,935
-4,225
28
$11.3M 0.79%
96,654
+32,476
29
$11M 0.77%
120,101
-2,775
30
$10.9M 0.75%
96,778
-2,260
31
$10.5M 0.73%
124,320
-910
32
$10.4M 0.72%
206,616
-4,075
33
$10.4M 0.72%
251,112
-6,030
34
$10.1M 0.7%
168,965
-3,355
35
$9.74M 0.68%
219,776
+49,888
36
$8.65M 0.6%
164,804
-6,515
37
$8.53M 0.59%
114,634
-3,785
38
$7.5M 0.52%
218,297
-14,840
39
$6.67M 0.46%
45,370
-986
40
$5.82M 0.4%
315,205
-8,685
41
$5.37M 0.37%
107,760
42
$4.88M 0.34%
148,329
-3,255
43
$4.54M 0.31%
84,485
+24,136
44
$4.26M 0.3%
66,491
-602
45
$4M 0.28%
138,185
-28,075
46
$3.91M 0.27%
82,790
+6,735
47
$3.83M 0.27%
41,645
48
$3.8M 0.26%
22,120
49
$3.79M 0.26%
82,580
-1,655
50
$3.76M 0.26%
216,151
+50,415
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