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
-$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$6.45M
3
+$5.51M
4
BXP icon
Boston Properties
BXP
+$2.88M
5
FSV icon
FirstService
FSV
+$713K

Top Sells

1
+$18.5M
2
+$7.66M
3
+$5.97M
4
MGA icon
Magna International
MGA
+$5.79M
5
BN icon
Brookfield
BN
+$3.54M

Sector Composition

1 Financials 39.49%
2 Energy 13.65%
3 Communication Services 11.45%
4 Real Estate 7.17%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.34M 0.89%
57,739
-331
27
$6.75M 0.82%
153,633
-1,074
28
$6.54M 0.79%
48,132
-8,450
29
$6.53M 0.79%
58,288
-1,388
30
$6.04M 0.73%
25,199
-212
31
$5.99M 0.72%
290,000
32
$5.62M 0.68%
14,459
-57
33
$5.57M 0.67%
114,688
-43,062
34
$5.22M 0.63%
41,497
-3,360
35
$5.12M 0.62%
45,942
-7
36
$5.1M 0.62%
84,183
-407
37
$4.88M 0.59%
311,647
-2,470
38
$4.61M 0.56%
5,029
-35
39
$4.32M 0.52%
8,539
-41
40
$4.19M 0.51%
34,184
-213
41
$4.09M 0.5%
4,343
-237
42
$3.97M 0.48%
36,302
-135
43
$3.77M 0.46%
41,764
-9,969
44
$3.77M 0.46%
20,542
-3,102
45
$3.53M 0.43%
81,365
-29,831
46
$3.33M 0.4%
107,952
-430
47
$3.33M 0.4%
47,243
+70
48
$3.31M 0.4%
62,484
-146
49
$3.15M 0.38%
66,395
-27,340
50
$3.11M 0.38%
26,832
-18,127
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