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
$1.44B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$16.5M
3
+$12.8M
4
CVE icon
Cenovus Energy
CVE
+$7.97M
5
BCE icon
BCE
BCE
+$4.91M

Top Sells

1
+$105M
2
+$12M
3
+$4.98M
4
SU icon
Suncor Energy
SU
+$2.62M
5
MGA icon
Magna International
MGA
+$1.77M

Sector Composition

1 Financials 46.71%
2 Communication Services 17.56%
3 Energy 16.23%
4 Materials 5.31%
5 Healthcare 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.58M 0.25%
130,685
-30,010
52
$3.55M 0.25%
132,206
-2,720
53
$3.33M 0.23%
52,220
+22,935
54
$3.16M 0.22%
37,747
-615
55
$3.07M 0.21%
24,555
-390
56
$3.06M 0.21%
201,064
-4,170
57
$3.02M 0.21%
94,823
-1,835
58
$2.82M 0.2%
118,062
-8,409
59
$2.74M 0.19%
63,623
-1,225
60
$2.66M 0.18%
52,698
-1,140
61
$2.27M 0.16%
16,920
-335
62
$2.02M 0.14%
16,920
63
$2M 0.14%
109,910
-24,135
64
$1.93M 0.13%
34,843
-570
65
$1.85M 0.13%
88,150
-1,575
66
$1.71M 0.12%
48,894
67
$1.7M 0.12%
93,820
68
$870K 0.06%
32,450
-570
69
$805K 0.06%
21,415
-69,815
70
$541K 0.04%
9,325
-30,570
71
$361K 0.03%
12,116
72
$307K 0.02%
5,565
73
$241K 0.02%
12,675
-40,425
74
$96K 0.01%
10,645
75
$55K ﹤0.01%
12,355
1 2
3
4