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
$603M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.2M
3
+$2.93M
4
MSFT icon
Microsoft
MSFT
+$2.31M
5
POT
Potash Corp Of Saskatchewan
POT
+$1.79M

Top Sells

1
+$6.31M
2
+$3.24M
3
+$2.25M
4
BN icon
Brookfield
BN
+$2.24M
5
KIM icon
Kimco Realty
KIM
+$1.66M

Sector Composition

1 Financials 39.74%
2 Energy 16.21%
3 Communication Services 14.99%
4 Healthcare 8.25%
5 Technology 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.2M 0.53%
131,523
+2,799
52
$3.12M 0.52%
35,760
+785
53
$3.1M 0.51%
100,354
+15,054
54
$2.83M 0.47%
58,894
+1,224
55
$2.83M 0.47%
67,551
+11,109
56
$2.83M 0.47%
172,016
+29,155
57
$2.78M 0.46%
140,291
+21,748
58
$2.71M 0.45%
53,847
+8,017
59
$2.63M 0.44%
255,118
+3,279
60
$2.63M 0.44%
94,816
-2,064
61
$2.59M 0.43%
195,874
62
$2.59M 0.43%
100,137
63
$1.97M 0.33%
35,794
64
$1.89M 0.31%
32,614
+665
65
$1.69M 0.28%
22,190
66
$1.65M 0.27%
77,420
-2,135
67
$1.62M 0.27%
57,323
+1,168
68
$1.56M 0.26%
118,298
-1,740
69
$1.54M 0.26%
51,468
-4,965
70
$1.25M 0.21%
175,529
+3,630
71
$1.15M 0.19%
72,946
-13,000
72
$948K 0.16%
78,460
-1,410
73
$488K 0.08%
6,025
+170
74
$377K 0.06%
5,186
75
$297K 0.05%
6,190
1 2
3
4