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
$1.13B
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.1M
3
+$8.9M
4
AVB icon
AvalonBay Communities
AVB
+$6.1M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$3.83M

Top Sells

1
+$5.36M
2
+$5.02M
3
+$3.97M
4
TD icon
Toronto Dominion Bank
TD
+$3.82M
5
SUI icon
Sun Communities
SUI
+$3.65M

Sector Composition

1 Financials 39.52%
2 Communication Services 20.19%
3 Energy 11.66%
4 Real Estate 8.23%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.6M 0.76%
157,891
-908
27
$8.45M 0.75%
174,412
-3,540
28
$7.67M 0.68%
131,336
+12,675
29
$7.61M 0.67%
90,361
-1,385
30
$7.12M 0.63%
96,189
-2,944
31
$7.08M 0.63%
445,695
-9,976
32
$7.03M 0.62%
122,454
-2,345
33
$7.01M 0.62%
87,524
-330
34
$6.36M 0.56%
227,949
+63,100
35
$6.26M 0.55%
24,924
36
$6.1M 0.54%
+24,566
37
$6.1M 0.54%
76,530
+10,945
38
$5.79M 0.51%
140,483
-2,515
39
$5.26M 0.47%
17,070
-340
40
$5.22M 0.46%
314,193
-2,650
41
$4.89M 0.43%
35,180
-600
42
$4.37M 0.39%
33,191
+10,542
43
$4.36M 0.39%
5,882
44
$4.18M 0.37%
32,063
-41,141
45
$4.18M 0.37%
25,128
-10,052
46
$4.11M 0.36%
394,373
-8,880
47
$3.98M 0.35%
107,712
-1,930
48
$3.83M 0.34%
+19,024
49
$3.76M 0.33%
16,904
-370
50
$3.63M 0.32%
306,897
-3,890
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