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
$822M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$6.5M
3
+$5.91M
4
TU icon
Telus
TU
+$4.74M
5
UDR icon
UDR
UDR
+$2.28M

Top Sells

1
+$3.3M
2
+$2.77M
3
+$2.03M
4
SUI icon
Sun Communities
SUI
+$1.85M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.83M

Sector Composition

1 Financials 39.45%
2 Energy 15.24%
3 Communication Services 12.76%
4 Consumer Discretionary 8.35%
5 Real Estate 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.06M 0.73%
183,236
-2,253
27
$5.99M 0.72%
86,973
-730
28
$5.97M 0.72%
60,502
+4,452
29
$5.96M 0.72%
267,831
-1,086
30
$5.93M 0.72%
18,783
-231
31
$5.88M 0.71%
401,900
-20,818
32
$5.88M 0.71%
64,861
-6,875
33
$5.01M 0.61%
111,946
-1,230
34
$4.86M 0.59%
38,360
-327
35
$4.45M 0.54%
42,081
+11,071
36
$4.34M 0.53%
45,918
37
$4.29M 0.52%
325,897
+2,238
38
$4.19M 0.51%
153,045
-1,256
39
$3.99M 0.48%
7,061
-28
40
$3.79M 0.46%
12,539
-63
41
$3.55M 0.43%
21,575
+3,622
42
$3.39M 0.41%
63,627
-282
43
$3.38M 0.41%
35,489
44
$3.29M 0.4%
98,653
+27,342
45
$3.16M 0.38%
275,128
-1,274
46
$2.98M 0.36%
97,725
-1,292
47
$2.98M 0.36%
36,438
-163
48
$2.96M 0.36%
36,594
-129
49
$2.96M 0.36%
24,335
50
$2.88M 0.35%
94,776
1
2
3