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
$1.11B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$48.8M
2
+$32.5M
3
+$13.4M
4
BCE icon
BCE
BCE
+$13.1M
5
BMO icon
Bank of Montreal
BMO
+$10.3M

Top Sells

1
+$36.4B
2
+$8.96M
3
+$6.1M
4
CNQ icon
Canadian Natural Resources
CNQ
+$5.45M
5
TRI icon
Thomson Reuters
TRI
+$4.48M

Sector Composition

1 Financials 45.48%
2 Communication Services 18.6%
3 Energy 12.93%
4 Materials 5.5%
5 Technology 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.58M 0.32%
84,301
+25,436
52
$3.28M 0.3%
205,234
53
$3.22M 0.29%
65,326
-90,742
54
$3.17M 0.29%
71,105
-10,645
55
$3.12M 0.28%
133,426
+18,770
56
$2.89M 0.26%
57,353
-2,966
57
$2.83M 0.26%
62,593
+6,960
58
$2.8M 0.25%
91,230
59
$2.64M 0.24%
82,329
+23,475
60
$2.63M 0.24%
202,879
61
$2.54M 0.23%
163,801
+22,715
62
$2.52M 0.23%
95,523
-6,596
63
$2.33M 0.21%
217,980
+30,080
64
$2.09M 0.19%
+69,620
65
$1.82M 0.16%
32,998
+6,300
66
$1.81M 0.16%
17,100
-19,410
67
$1.78M 0.16%
+80,770
68
$1.68M 0.15%
76,720
-36,590
69
$1.57M 0.14%
+72,970
70
$1.57M 0.14%
25,865
+1,651
71
$1.37M 0.12%
48,894
-51,243
72
$810K 0.07%
53,100
73
$299K 0.03%
4,818
74
$283K 0.03%
5,755
-435
75
$191K 0.02%
12,116
1 2
3
4