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
$1.04B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$4.27M
3
+$3.41M
4
EQIX icon
Equinix
EQIX
+$3.03M
5
CIGI icon
Colliers International
CIGI
+$2.53M

Top Sells

1
+$16.6M
2
+$13.8M
3
+$12M
4
ENB icon
Enbridge
ENB
+$10.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.8M

Sector Composition

1 Financials 41.89%
2 Energy 22.83%
3 Communication Services 20.25%
4 Healthcare 4.12%
5 Technology 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.48M 0.62%
134,111
+15,250
27
$6.38M 0.61%
51,451
-1,715
28
$5.98M 0.57%
50,697
-7,985
29
$5.75M 0.55%
346,199
-114,786
30
$5.56M 0.53%
168,006
-17,735
31
$5.55M 0.53%
88,731
-2,595
32
$5.49M 0.53%
199,088
+20,090
33
$5.43M 0.52%
298,786
+54,125
34
$5.23M 0.5%
430,718
+122,645
35
$5.17M 0.49%
44,735
-6,195
36
$5.16M 0.49%
189,284
+20,295
37
$5.12M 0.49%
50,556
-1,630
38
$5.05M 0.48%
56,455
-1,030
39
$4.66M 0.45%
45,875
+1,505
40
$4.62M 0.44%
96,710
41
$4.58M 0.44%
38,408
-7,095
42
$3.72M 0.36%
228,302
-4,015
43
$3.72M 0.36%
78,280
+5,860
44
$3.62M 0.35%
114,551
-4,030
45
$3.52M 0.34%
65,465
-2,585
46
$3.34M 0.32%
78,364
-4,040
47
$3.15M 0.3%
96,834
-24,945
48
$3.09M 0.3%
49,619
+12,770
49
$3.03M 0.29%
+6,695
50
$2.99M 0.29%
158,216
+46,810
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