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
$1.06B
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$13.3M
3
+$8.98M
4
KO icon
Coca-Cola
KO
+$8.3M
5
BNS icon
Scotiabank
BNS
+$4.3M

Top Sells

1
+$14.9M
2
+$9.48M
3
+$6.83M
4
OVV icon
Ovintiv
OVV
+$5.63M
5
PFE icon
Pfizer
PFE
+$2.19M

Sector Composition

1 Financials 37.28%
2 Energy 14.88%
3 Communication Services 13.28%
4 Materials 9.61%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.88M 0.46%
60,610
+1,738
52
$4.64M 0.44%
47,498
+1,519
53
$4.07M 0.38%
99,534
+3,224
54
$3.91M 0.37%
247,779
+3,845
55
$3.77M 0.35%
56,368
+5,084
56
$3.68M 0.35%
69,596
-10,502
57
$3.55M 0.33%
54,145
+2,039
58
$3.51M 0.33%
52,533
+4,435
59
$3.47M 0.33%
25,679
+2,330
60
$3.43M 0.32%
105,600
+3,400
61
$3.22M 0.3%
124,783
+4,650
62
$3.18M 0.3%
43,515
+1,505
63
$2.93M 0.28%
201,771
+6,613
64
$2.71M 0.25%
33,373
+1,133
65
$2.65M 0.25%
103,905
+3,630
66
$2.6M 0.24%
57,084
+3,350
67
$2.56M 0.24%
49,002
+1,784
68
$1.93M 0.18%
96,825
+3,170
69
$1.52M 0.14%
28,003
70
$1.39M 0.13%
37,755
-27,825
71
$1.39M 0.13%
105,442
+3,607
72
$444K 0.04%
6,606
-613
73
$336K 0.03%
+7,860
74
$116K 0.01%
12,125
-3,145
75
$81K 0.01%
22,185
1 2
3
4