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
$1.01B
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$25.4M
3
+$22.4M
4
TU icon
Telus
TU
+$8.56M
5
BCE icon
BCE
BCE
+$5.25M

Top Sells

1
+$34.3M
2
+$19.4M
3
+$6.73M
4
CNQ icon
Canadian Natural Resources
CNQ
+$6.38M
5
DD icon
DuPont de Nemours
DD
+$1.8M

Sector Composition

1 Financials 40.04%
2 Communication Services 21.67%
3 Energy 13.52%
4 Consumer Discretionary 6.35%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.65M 0.66%
141,250
-4,712
27
$6.28M 0.62%
29,949
-2,175
28
$5.95M 0.59%
206,343
-7,731
29
$5.49M 0.54%
169,456
-26,625
30
$5.14M 0.51%
36,545
-1,955
31
$4.83M 0.48%
142,575
-9,645
32
$4.67M 0.46%
193,953
-12,470
33
$4.55M 0.45%
643,246
+27,165
34
$4.52M 0.45%
5,950
-275
35
$4.1M 0.41%
35,425
-1,675
36
$3.79M 0.37%
65,895
+54,935
37
$3.58M 0.35%
+48,900
38
$3.5M 0.35%
337,428
-15,730
39
$3.5M 0.35%
148,812
-11,139
40
$3.44M 0.34%
68,577
-3,255
41
$3.22M 0.32%
58,874
42
$3.14M 0.31%
233,871
-15,763
43
$3.08M 0.3%
55,530
-32,370
44
$3.04M 0.3%
51,928
-586,931
45
$2.78M 0.27%
59,526
-2,955
46
$2.77M 0.27%
108,744
-5,145
47
$2.71M 0.27%
17,367
-1,720
48
$2.68M 0.26%
36,456
+5,445
49
$2.64M 0.26%
17,724
-910
50
$2.51M 0.25%
51,978
-2,465
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