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
$1.25B
AUM Growth
-$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$21.5M
3
+$11.7M
4
FRT icon
Federal Realty Investment Trust
FRT
+$7.8M
5
SJR
Shaw Communications Inc.
SJR
+$4.39M

Top Sells

1
+$73.7M
2
+$10.4M
3
+$8.12M
4
AKR icon
Acadia Realty Trust
AKR
+$3.58M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$3.23M

Sector Composition

1 Financials 47.71%
2 Communication Services 19.91%
3 Energy 16.65%
4 Healthcare 4.92%
5 Technology 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 0.84%
200,255
-13,120
27
$9.67M 0.77%
91,314
-5,340
28
$9.64M 0.77%
91,678
-5,100
29
$9.09M 0.73%
197,996
-8,620
30
$9.05M 0.72%
114,101
-6,000
31
$8.94M 0.72%
164,240
-4,725
32
$8.68M 0.7%
564,460
-138,856
33
$8.43M 0.68%
265,127
+14,015
34
$7.8M 0.63%
+67,220
35
$7.72M 0.62%
143,019
-21,785
36
$7.44M 0.6%
220,995
+2,698
37
$7.11M 0.57%
105,339
-9,295
38
$6.18M 0.5%
84,610
-39,710
39
$6.07M 0.49%
43,836
-1,534
40
$5.85M 0.47%
345,565
+30,360
41
$4.5M 0.36%
263,401
+47,250
42
$4.39M 0.35%
84,485
43
$4.39M 0.35%
52,115
+10,470
44
$4.3M 0.34%
206,255
+88,193
45
$4.22M 0.34%
142,449
-5,880
46
$4.14M 0.33%
+105,135
47
$4.08M 0.33%
26,405
+4,285
48
$3.95M 0.32%
72,535
+20,315
49
$3.75M 0.3%
82,000
-790
50
$3.55M 0.28%
81,780
-800
1
2
3 4