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
$1.03B
AUM Growth
-$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$1.43M
3
+$1.13M
4
DE icon
Deere & Co
DE
+$697K
5
PFE icon
Pfizer
PFE
+$481K

Top Sells

1
+$8.29M
2
+$7.91M
3
+$7.38M
4
POT
Potash Corp Of Saskatchewan
POT
+$6.96M
5
OVV icon
Ovintiv
OVV
+$6.79M

Sector Composition

1 Financials 40.97%
2 Energy 14.77%
3 Communication Services 14.07%
4 Materials 7.63%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.35M 0.42%
113,694
+385
52
$4.35M 0.42%
80,923
+1,809
53
$4.04M 0.39%
62,710
+4,245
54
$3.98M 0.39%
39,775
-79,050
55
$3.81M 0.37%
60,828
+775
56
$3.75M 0.36%
65,216
+1,436
57
$3.65M 0.35%
47,905
+990
58
$3.43M 0.33%
105,600
59
$3.39M 0.33%
134,811
-169,300
60
$3.21M 0.31%
143,128
+2,515
61
$3.17M 0.31%
230,479
+3,399
62
$3.17M 0.31%
56,187
+1,050
63
$3.15M 0.31%
921,950
+64,025
64
$3.05M 0.3%
119,625
+1,035
65
$2.76M 0.27%
38,263
+710
66
$2.59M 0.25%
110,220
+345
67
$2.58M 0.25%
78,360
+2,590
68
$2.45M 0.24%
35,892
+30
69
$2.25M 0.22%
38,384
-26,395
70
$1.76M 0.17%
123,962
+2,105
71
$1.45M 0.14%
40,735
-52,500
72
$1.07M 0.1%
18,890
-9,113
73
$697K 0.07%
+8,505
74
$395K 0.04%
5,610
-102
75
$280K 0.03%
6,700
-115
1 2
3
4