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
$1.1B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$10.6M
3
+$8.43M
4
RY icon
Royal Bank of Canada
RY
+$7.38M
5
ERF
Enerplus Corporation
ERF
+$6.44M

Top Sells

1
+$6.65M
2
+$3.33M
3
+$3.3M
4
OVV icon
Ovintiv
OVV
+$3.24M
5
EMR icon
Emerson Electric
EMR
+$2.77M

Sector Composition

1 Financials 49.04%
2 Energy 11.18%
3 Communication Services 10.34%
4 Materials 6.82%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.03M 0.37%
243,934
+25,580
52
$3.69M 0.33%
96,310
+7,500
53
$3.42M 0.31%
51,284
-6,876
54
$3.38M 0.31%
48,098
-39,495
55
$3.27M 0.3%
195,158
+14,951
56
$3.23M 0.29%
23,349
-3,385
57
$3.21M 0.29%
80,098
+6,207
58
$3.19M 0.29%
52,106
+3,210
59
$3.19M 0.29%
120,133
+9,230
60
$3.03M 0.28%
102,200
+7,880
61
$2.99M 0.27%
42,010
+2,585
62
$2.81M 0.26%
53,734
+7,685
63
$2.81M 0.26%
32,240
+2,460
64
$2.63M 0.24%
100,275
+8,550
65
$2.63M 0.24%
65,580
+5,087
66
$2.53M 0.23%
47,218
+3,635
67
$2.21M 0.2%
93,655
+7,535
68
$1.4M 0.13%
101,835
-12,245
69
$1.34M 0.12%
28,003
70
$1.18M 0.11%
28,545
-130
71
$1.04M 0.09%
50,180
-180
72
$461K 0.04%
7,219
-159
73
$125K 0.01%
15,270
74
$76K 0.01%
82,690
+65,415
75
$73K 0.01%
+22,185
1 2
3
4