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
$681M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$8.2M
3
+$7.93M
4
MFC icon
Manulife Financial
MFC
+$5.93M
5
RY icon
Royal Bank of Canada
RY
+$5.81M

Top Sells

1
+$9.09M
2
+$4.78M
3
+$1.12M
4
JNJ icon
Johnson & Johnson
JNJ
+$898K
5
MRK icon
Merck
MRK
+$690K

Sector Composition

1 Financials 41.43%
2 Energy 16.97%
3 Communication Services 14.82%
4 Healthcare 7.31%
5 Technology 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.21M 0.47%
142,471
+2,180
52
$3.13M 0.46%
37,385
53
$3.1M 0.46%
73,256
+875
54
$2.98M 0.44%
102,119
+1,765
55
$2.88M 0.42%
60,319
+1,425
56
$2.83M 0.42%
229,473
-25,645
57
$2.75M 0.4%
100,137
58
$2.73M 0.4%
175,576
+3,560
59
$2.63M 0.39%
68,966
+1,415
60
$2.58M 0.38%
195,874
61
$2.56M 0.38%
164,210
-28,340
62
$2.55M 0.38%
94,816
63
$2.51M 0.37%
54,582
+735
64
$2.13M 0.31%
118,298
65
$1.89M 0.28%
230,166
+54,637
66
$1.86M 0.27%
58,458
+1,135
67
$1.82M 0.27%
29,634
-2,980
68
$1.66M 0.24%
22,190
69
$1.57M 0.23%
51,468
70
$1.44M 0.21%
24,214
-11,580
71
$1.37M 0.2%
77,420
72
$892K 0.13%
62,860
-15,600
73
$361K 0.05%
5,186
74
$293K 0.04%
6,190
75
$149K 0.02%
12,116
1 2
3
4