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
$1.04B
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$9.41M
3
+$3.18M
4
CNI icon
Canadian National Railway
CNI
+$1.62M
5
BEP icon
Brookfield Renewable
BEP
+$1.5M

Top Sells

1
+$21.5M
2
+$10.6M
3
+$10.5M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$9.4M
5
VRN
Veren
VRN
+$8.54M

Sector Composition

1 Financials 37.65%
2 Communication Services 21.93%
3 Real Estate 10.39%
4 Energy 10.19%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.19M 0.79%
164,448
-1,622
27
$7.29M 0.7%
99,922
-8,038
28
$7.15M 0.69%
86,045
29
$6.35M 0.61%
37,052
-145
30
$6.32M 0.61%
153,206
-17,817
31
$6.15M 0.59%
61,803
-5,472
32
$6.12M 0.59%
67,455
-3,450
33
$5.86M 0.56%
442,603
-76,418
34
$5.38M 0.52%
83,374
35
$5.38M 0.52%
48,010
36
$5.27M 0.51%
137,510
-17,011
37
$5.04M 0.48%
18,622
-2,467
38
$4.96M 0.48%
37,375
39
$4.87M 0.47%
119,007
-12,824
40
$4.74M 0.45%
28,933
41
$4.71M 0.45%
38,620
-4,380
42
$4.64M 0.45%
35,562
43
$4.5M 0.43%
56,250
44
$4.36M 0.42%
19,237
-1,674
45
$4.35M 0.42%
16,094
46
$4.33M 0.42%
114,413
47
$4.21M 0.4%
60,444
48
$4.04M 0.39%
44,043
-685
49
$4.02M 0.39%
18,558
-3,105
50
$3.96M 0.38%
84,189
-1,827
1
2
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