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
$1.29B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$12.7M
3
+$9.98M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$6.78M
5
VRN
Veren
VRN
+$6.55M

Top Sells

1
+$124M
2
+$30M
3
+$2.36M
4
RCI icon
Rogers Communications
RCI
+$1.99M
5
CVX icon
Chevron
CVX
+$1.94M

Sector Composition

1 Financials 47.69%
2 Communication Services 18.63%
3 Energy 12.8%
4 Materials 5.16%
5 Healthcare 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.56M 0.28%
22,120
52
$3.34M 0.26%
134,926
+2,875
53
$3.28M 0.25%
205,234
54
$3.23M 0.25%
64,848
+2,905
55
$3.2M 0.25%
91,230
56
$3.15M 0.24%
38,362
-6,160
57
$2.93M 0.23%
24,945
-16,515
58
$2.8M 0.22%
126,471
-8,781
59
$2.75M 0.21%
96,658
+2,110
60
$2.72M 0.21%
53,838
+21,130
61
$2.72M 0.21%
165,736
+3,590
62
$2.34M 0.18%
134,045
-17,940
63
$2.13M 0.17%
39,895
64
$2.06M 0.16%
+29,285
65
$2.03M 0.16%
+16,920
66
$2M 0.16%
17,255
+295
67
$1.9M 0.15%
35,413
-21,865
68
$1.83M 0.14%
93,820
69
$1.77M 0.14%
48,894
70
$1.73M 0.13%
89,725
-1,556,517
71
$929K 0.07%
53,100
72
$689K 0.05%
33,020
-43,700
73
$356K 0.03%
12,116
74
$323K 0.03%
5,565
75
$79K 0.01%
10,645
1 2
3
4