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
$918M
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$22.2M
3
+$21.7M
4
RCI icon
Rogers Communications
RCI
+$17.6M
5
BNS icon
Scotiabank
BNS
+$15.9M

Top Sells

1
+$16.4M
2
+$2.24M
3
+$2.23M
4
GRP.U
Granite Real Estate Investment Trust
GRP.U
+$1.57M
5
CVX icon
Chevron
CVX
+$1.04M

Sector Composition

1 Financials 43.18%
2 Communication Services 18.23%
3 Energy 16.77%
4 Healthcare 5.21%
5 Technology 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.22M 0.35%
134,088
52
$3.14M 0.34%
81,750
-57,999
53
$2.98M 0.32%
91,230
-3,586
54
$2.98M 0.32%
102,119
55
$2.88M 0.31%
60,319
56
$2.85M 0.31%
100,137
57
$2.44M 0.27%
58,865
-14,391
58
$2.42M 0.26%
114,656
-27,815
59
$2.39M 0.26%
135,252
-127,076
60
$2.27M 0.25%
113,310
-4,988
61
$2.25M 0.25%
55,633
-13,333
62
$2.14M 0.23%
141,086
-34,490
63
$2.13M 0.23%
58,854
+4,272
64
$1.95M 0.21%
187,900
-42,266
65
$1.66M 0.18%
22,190
66
$1.64M 0.18%
46,923
-11,535
67
$1.4M 0.15%
26,698
-2,936
68
$1.36M 0.15%
24,214
69
$1.19M 0.13%
74,177
-3,243
70
$742K 0.08%
53,100
-9,760
71
$293K 0.03%
6,190
72
$275K 0.03%
4,818
-368
73
$124K 0.01%
12,116
74
$94K 0.01%
14,840
75
$57K 0.01%
9,935
1 2
3
4