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
$1.16B
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$15.5M
3
+$8.05M
4
VZ icon
Verizon
VZ
+$4.66M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$4.31M

Top Sells

1
+$4.34M
2
+$3.22M
3
+$2.94M
4
RCI icon
Rogers Communications
RCI
+$2.85M
5
SJR
Shaw Communications Inc.
SJR
+$2.38M

Sector Composition

1 Financials 49.19%
2 Communication Services 18.87%
3 Energy 10.69%
4 Materials 5.37%
5 Technology 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.58M 0.31%
22,120
-14,420
52
$3.54M 0.31%
70,620
-485
53
$3.29M 0.28%
132,051
-1,375
54
$2.97M 0.26%
61,943
-650
55
$2.93M 0.25%
135,252
56
$2.84M 0.24%
57,278
-75
57
$2.75M 0.24%
91,230
58
$2.72M 0.23%
94,548
-975
59
$2.66M 0.23%
151,985
-86,975
60
$2.59M 0.22%
162,146
-1,655
61
$1.9M 0.16%
39,895
-91,070
62
$1.85M 0.16%
55,634
-26,695
63
$1.85M 0.16%
16,960
-140
64
$1.74M 0.15%
32,708
-290
65
$1.72M 0.15%
93,820
+13,050
66
$1.65M 0.14%
48,894
67
$1.58M 0.14%
25,865
68
$1.38M 0.12%
72,970
69
$1.37M 0.12%
76,720
70
$943K 0.08%
53,100
71
$301K 0.03%
5,565
-190
72
$237K 0.02%
12,116
73
$78K 0.01%
23,790
74
$64K 0.01%
10,645
75
$60K 0.01%
12,355
1 2
3
4