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
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$5.45M
3
+$3.63M
4
MGA icon
Magna International
MGA
+$3.24M
5
EQIX icon
Equinix
EQIX
+$1.46M

Top Sells

1
+$8.76M
2
+$2.85M
3
+$2.56M
4
VOD icon
Vodafone
VOD
+$2.49M
5
BXP icon
Boston Properties
BXP
+$1.8M

Sector Composition

1 Financials 37.87%
2 Energy 14.22%
3 Communication Services 12.35%
4 Consumer Discretionary 7.45%
5 Real Estate 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.32M 0.77%
56,582
27
$6.26M 0.76%
125,478
+16,439
28
$6.1M 0.74%
153,344
-2,748
29
$6.07M 0.74%
152,953
-2,359
30
$6.04M 0.73%
59,858
-3,050
31
$5.75M 0.7%
37,733
32
$5.55M 0.67%
83,688
-1,188
33
$5.34M 0.65%
311,475
-6,407
34
$5.34M 0.65%
40,369
-790
35
$5.27M 0.64%
27,097
+7,000
36
$5.09M 0.62%
25,186
+1,273
37
$5.01M 0.61%
45,890
38
$4.94M 0.6%
14,352
+2,115
39
$4.65M 0.56%
112,894
40
$4.32M 0.52%
8,474
+2,376
41
$4.3M 0.52%
44,295
-117
42
$4.28M 0.52%
34,020
-724
43
$4.27M 0.52%
5,028
-111
44
$4.17M 0.51%
5,513
+1,927
45
$3.86M 0.47%
108,382
-9,524
46
$3.64M 0.44%
36,437
+1,627
47
$3.61M 0.44%
92,877
-2,303
48
$3.54M 0.43%
35,693
-44
49
$3.45M 0.42%
50,898
-10,861
50
$3.44M 0.42%
90,547
-8,486
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