LM

Lincluden Management Portfolio holdings

AUM $894M
1-Year Est. Return 9.85%
This Quarter Est. Return
1 Year Est. Return
+9.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$784M
AUM Growth
-$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$4.44M
3
+$4.36M
4
SHEL icon
Shell
SHEL
+$3.29M
5
FRT icon
Federal Realty Investment Trust
FRT
+$2.03M

Top Sells

1
+$9.68M
2
+$6.09M
3
+$5.43M
4
UDR icon
UDR
UDR
+$3.53M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$3.34M

Sector Composition

1 Financials 36.72%
2 Energy 15.04%
3 Communication Services 12.91%
4 Real Estate 7.36%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.29M 0.8%
148,899
-4,758
27
$6.25M 0.79%
51,611
+3,479
28
$6.13M 0.78%
58,498
+759
29
$6.12M 0.78%
146,694
-6,939
30
$5.99M 0.76%
24,420
-779
31
$5.88M 0.75%
86,942
-39,082
32
$5.15M 0.65%
14,053
-406
33
$4.88M 0.62%
80,312
-3,871
34
$4.86M 0.62%
248,061
-63,586
35
$4.83M 0.61%
290,000
36
$4.72M 0.6%
101,364
-13,324
37
$4.65M 0.59%
53,005
+11,241
38
$4.59M 0.58%
4,858
-171
39
$4.46M 0.57%
45,221
-721
40
$4.36M 0.55%
43,705
+7,403
41
$4.36M 0.55%
8,324
-215
42
$4.33M 0.55%
33,804
-380
43
$4.29M 0.54%
36,741
-4,756
44
$3.69M 0.47%
284,920
-5,472
45
$3.64M 0.46%
23,741
46
$3.48M 0.44%
112,909
+4,957
47
$3.29M 0.42%
+44,874
48
$3.28M 0.42%
26,832
49
$3.27M 0.42%
59,348
-3,136
50
$3.19M 0.41%
44,985
-2,258
1
2
3