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
$1.1B
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$9.37M
3
+$1.27M
4
BNS icon
Scotiabank
BNS
+$1.17M
5
VZ icon
Verizon
VZ
+$909K

Top Sells

1
+$6.74M
2
+$4.28M
3
+$2.98M
4
SU icon
Suncor Energy
SU
+$2.39M
5
BMO icon
Bank of Montreal
BMO
+$2.39M

Sector Composition

1 Financials 36.61%
2 Energy 17.05%
3 Communication Services 12.57%
4 Materials 8.71%
5 Healthcare 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.41M 0.49%
68,800
+8,190
52
$5.19M 0.47%
51,573
+4,075
53
$4.62M 0.42%
270,024
+22,245
54
$4.59M 0.42%
113,309
+13,775
55
$4.26M 0.39%
63,780
+7,412
56
$4.22M 0.39%
58,465
+4,320
57
$4.15M 0.38%
79,114
+9,518
58
$3.98M 0.36%
60,053
+7,520
59
$3.86M 0.35%
46,915
+3,400
60
$3.43M 0.31%
105,600
61
$3.24M 0.3%
140,613
+15,830
62
$3.22M 0.29%
24,274
-1,405
63
$3.19M 0.29%
93,235
-87,240
64
$3.15M 0.29%
64,779
+7,695
65
$3.07M 0.28%
227,080
+25,309
66
$2.97M 0.27%
118,590
+14,685
67
$2.93M 0.27%
55,137
+6,135
68
$2.89M 0.26%
37,553
+4,180
69
$2.85M 0.26%
35,862
-53,895
70
$2.53M 0.23%
75,770
+38,015
71
$2.52M 0.23%
109,875
+13,050
72
$1.78M 0.16%
121,857
+16,415
73
$1.55M 0.14%
28,003
74
$416K 0.04%
5,712
-894
75
$309K 0.03%
6,815
-1,045
1 2
3
4