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
$1.01B
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.3M
3
+$2.69M
4
CVX icon
Chevron
CVX
+$1.6M
5
CNI icon
Canadian National Railway
CNI
+$1.36M

Top Sells

1
+$7.38M
2
+$6M
3
+$5.92M
4
SPLS
Staples Inc
SPLS
+$4.85M
5
BCE icon
BCE
BCE
+$4.37M

Sector Composition

1 Financials 54.82%
2 Communication Services 11.3%
3 Energy 10.57%
4 Healthcare 5.75%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.62M 0.36%
54,055
+6,150
52
$3.55M 0.35%
394,630
+117,725
53
$3.47M 0.34%
124,741
-10,070
54
$3.47M 0.34%
56,148
-4,680
55
$3.32M 0.33%
64,815
+2,105
56
$3.16M 0.31%
110,340
-9,285
57
$3.14M 0.31%
224,838
-5,641
58
$3.09M 0.3%
53,670
-27,253
59
$2.96M 0.29%
139,703
-3,425
60
$2.9M 0.29%
63,527
+7,340
61
$2.65M 0.26%
77,650
-710
62
$2.62M 0.26%
101,955
-8,265
63
$2.6M 0.26%
37,318
-945
64
$2.3M 0.23%
1,176,681
-420,690
65
$2.24M 0.22%
38,059
-325
66
$1.96M 0.19%
32,082
-3,810
67
$1.6M 0.16%
+14,225
68
$1.39M 0.14%
36,905
-3,830
69
$1.36M 0.13%
+21,100
70
$1.26M 0.12%
23,224
+4,334
71
$705K 0.07%
7,970
-535
72
$388K 0.04%
5,610
73
$271K 0.03%
6,700
74
$79K 0.01%
9,650
75
$51K 0.01%
+14,100
1 2
3
4