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
$953M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.46M
3
+$5.43M
4
SJR
Shaw Communications Inc.
SJR
+$3.59M
5
ENB icon
Enbridge
ENB
+$3.46M

Top Sells

1
+$5.41M
2
+$3.67M
3
+$2.66M
4
GRP.U
Granite Real Estate Investment Trust
GRP.U
+$2.43M
5
FRT icon
Federal Realty Investment Trust
FRT
+$2.36M

Sector Composition

1 Financials 39.55%
2 Communication Services 20.88%
3 Energy 16.68%
4 Consumer Discretionary 4.48%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.83M 0.72%
167,603
-2,555
27
$6.54M 0.69%
32,124
-2,680
28
$6.31M 0.66%
203,441
-12,142
29
$5.74M 0.6%
214,074
+8,165
30
$5.22M 0.55%
38,500
+11,800
31
$5.15M 0.54%
152,220
-39,540
32
$5.08M 0.53%
196,081
-9,000
33
$4.9M 0.51%
206,423
+10,905
34
$4.67M 0.49%
87,900
-24,955
35
$4.37M 0.46%
6,225
-3,785
36
$4.25M 0.45%
616,081
+163,880
37
$4.2M 0.44%
353,158
+39,315
38
$4.09M 0.43%
159,951
-3,175
39
$3.98M 0.42%
249,634
-50,355
40
$3.67M 0.38%
71,832
-1,485
41
$3.38M 0.36%
37,100
-720
42
$3.28M 0.34%
24,254
-3,790
43
$3.1M 0.33%
58,874
+21,500
44
$2.67M 0.28%
19,087
-220
45
$2.67M 0.28%
81,587
-1,389
46
$2.64M 0.28%
31,011
-27,670
47
$2.64M 0.28%
23,000
+9,300
48
$2.63M 0.28%
54,443
-1,130
49
$2.62M 0.27%
18,634
-385
50
$2.6M 0.27%
16,533
-3,168
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