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
$1.3B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$24.9M
3
+$6.89M
4
AAPL icon
Apple
AAPL
+$2.86M
5
ERF
Enerplus Corporation
ERF
+$2.1M

Top Sells

1
+$31.3M
2
+$11.3M
3
+$9.45M
4
RY icon
Royal Bank of Canada
RY
+$8.26M
5
VZ icon
Verizon
VZ
+$7.09M

Sector Composition

1 Financials 56.58%
2 Communication Services 16.36%
3 Energy 16.33%
4 Healthcare 3%
5 Technology 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.96M 0.46%
58,682
-34,025
27
$5.61M 0.43%
185,741
-114,495
28
$5.48M 0.42%
118,861
-69,749
29
$5.35M 0.41%
53,166
-33,801
30
$5.32M 0.41%
91,326
-78,239
31
$5.09M 0.39%
52,186
-32,614
32
$5.07M 0.39%
50,930
-34,373
33
$4.92M 0.38%
45,503
+14,645
34
$4.72M 0.36%
244,661
-7,447
35
$4.41M 0.34%
178,998
-126,508
36
$4.26M 0.33%
57,485
+790
37
$4.11M 0.32%
38,112
+1,322
38
$3.91M 0.3%
44,370
-4,055
39
$3.78M 0.29%
121,779
-13,845
40
$3.77M 0.29%
96,710
-49,415
41
$3.76M 0.29%
232,317
-19,545
42
$3.38M 0.26%
82,404
-106,932
43
$3.28M 0.25%
308,073
-23,142
44
$3.07M 0.24%
68,050
-8,870
45
$3.06M 0.24%
18,235
-7,645
46
$2.86M 0.22%
+72,420
47
$2.83M 0.22%
71,875
-82,690
48
$2.67M 0.21%
118,581
-112,711
49
$2.4M 0.18%
18,203
-3,236
50
$2.37M 0.18%
34,210
-7,755
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