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
$820M
AUM Growth
-$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$3.18M
3
+$2.53M
4
VTR icon
Ventas
VTR
+$2.17M
5
UDR icon
UDR
UDR
+$2.07M

Top Sells

1
+$12.9M
2
+$12.3M
3
+$8.91M
4
BN icon
Brookfield
BN
+$7.65M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.36M

Sector Composition

1 Financials 39.8%
2 Energy 14.01%
3 Communication Services 12.46%
4 Real Estate 8.66%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.8M 0.82%
157,013
-26,223
27
$6.63M 0.81%
64,386
-475
28
$6.42M 0.78%
39,648
-17,461
29
$6.38M 0.77%
86,027
-946
30
$5.67M 0.69%
41,680
-401
31
$5.32M 0.65%
158,066
+5,021
32
$5.07M 0.61%
110,834
-1,112
33
$4.99M 0.61%
31,100
+6,765
34
$4.86M 0.59%
28,573
+18,715
35
$4.83M 0.59%
321,378
-4,519
36
$4.66M 0.57%
21,575
37
$4.51M 0.55%
117,770
+53,940
38
$4.49M 0.54%
35,489
39
$4.29M 0.52%
12,393
-146
40
$4.27M 0.52%
35,274
-3,086
41
$4.14M 0.5%
41,731
-4,187
42
$3.92M 0.48%
119,586
-100,140
43
$3.43M 0.42%
5,191
-1,870
44
$3.35M 0.41%
35,964
-474
45
$3.29M 0.4%
62,535
-1,092
46
$3.26M 0.4%
36,104
-490
47
$3.1M 0.38%
271,074
-4,054
48
$3M 0.36%
64,037
-2,974
49
$2.99M 0.36%
247,801
-154,099
50
$2.94M 0.36%
27,448
-33,054
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