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
$839M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$4.4M
3
+$2.58M
4
BCE icon
BCE
BCE
+$2.39M
5
BEPC icon
Brookfield Renewable
BEPC
+$2.03M

Top Sells

1
+$9.1M
2
+$3.12M
3
+$2.17M
4
RY icon
Royal Bank of Canada
RY
+$1.95M
5
BNS icon
Scotiabank
BNS
+$1.64M

Sector Composition

1 Financials 39.34%
2 Energy 14.36%
3 Communication Services 11.64%
4 Consumer Discretionary 8.04%
5 Real Estate 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.91M 0.82%
56,582
+21,093
27
$6.66M 0.79%
84,876
-1,151
28
$6.42M 0.76%
62,908
-1,478
29
$6.42M 0.76%
41,159
-521
30
$6.25M 0.74%
37,733
-1,915
31
$6.23M 0.74%
109,039
-1,795
32
$5.92M 0.7%
156,092
-1,974
33
$5.75M 0.68%
265,171
-1,545
34
$5.37M 0.64%
36,507
+5,407
35
$5.35M 0.64%
20,097
-1,478
36
$5.24M 0.62%
317,882
-3,496
37
$4.79M 0.57%
23,913
-4,660
38
$4.69M 0.56%
12,237
-156
39
$4.52M 0.54%
45,890
+4,159
40
$4.5M 0.53%
117,906
-1,680
41
$4.44M 0.53%
34,744
-530
42
$4.37M 0.52%
35,737
-367
43
$4.22M 0.5%
112,894
-4,876
44
$4.18M 0.5%
44,412
+8,448
45
$3.84M 0.46%
34,810
+7,362
46
$3.77M 0.45%
5,139
-52
47
$3.72M 0.44%
299,320
+51,519
48
$3.72M 0.44%
61,759
-776
49
$3.67M 0.44%
99,033
+22,586
50
$3.2M 0.38%
61,180
-240
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2
3