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
$517M
AUM Growth
+$517M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$4.39M
3
+$4.24M
4
GSK icon
GSK
GSK
+$4.23M
5
SPG icon
Simon Property Group
SPG
+$3.75M

Top Sells

1
+$12.2M
2
+$11.2M
3
+$10.1M
4
BNS icon
Scotiabank
BNS
+$9.9M
5
RY icon
Royal Bank of Canada
RY
+$7.46M

Sector Composition

1 Financials 44.03%
2 Communication Services 14.39%
3 Energy 9.54%
4 Healthcare 9.33%
5 Technology 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.78M 0.54%
+237,948
52
$2.66M 0.51%
47,090
-2,940
53
$2.56M 0.49%
131,323
-420
54
$2.54M 0.49%
207,857
-398,130
55
$2.52M 0.49%
+37,285
56
$2.51M 0.49%
79,160
-245
57
$2.5M 0.48%
+102,380
58
$2.46M 0.48%
33,119
-120
59
$2.26M 0.44%
47,632
-150
60
$2.25M 0.43%
+106,700
61
$2.24M 0.43%
148,081
-460
62
$2.21M 0.43%
49,350
-170
63
$2.2M 0.43%
159,473
-525
64
$2.16M 0.42%
203,420
-666,645
65
$1.91M 0.37%
32,049
-2,600
66
$1.82M 0.35%
69,193
-205
67
$1.77M 0.34%
99,998
-320
68
$1.68M 0.32%
77,769
-255
69
$1.66M 0.32%
55,175
-170
70
$1.48M 0.29%
31,482
71
$1.36M 0.26%
17,295
-50
72
$1.36M 0.26%
+167,196
73
$1.08M 0.21%
+10,620
74
$986K 0.19%
+85,946
75
$816K 0.16%
22,023
-65
1 2
3
4