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
$1.57M
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$7.28K
2
+$4.87K
3
+$4.05K
4
BNS icon
Scotiabank
BNS
+$3.98K
5
EOG icon
EOG Resources
EOG
+$3.33K

Top Sells

1
+$9.26M
2
+$15K
3
+$2.53K
4
MFC icon
Manulife Financial
MFC
+$1.8K
5
RY icon
Royal Bank of Canada
RY
+$1.74K

Sector Composition

1 Financials 62.48%
2 Energy 15.81%
3 Communication Services 12.58%
4 Healthcare 2.58%
5 Real Estate 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.89K 0.18%
86,360
52
$2.56K 0.16%
20,575
-50
53
$2.54K 0.16%
14,573
-3,330
54
$2.54K 0.16%
44,565
-20,900
55
$2.52K 0.16%
58,228
+22,185
56
$2.48K 0.16%
50,474
57
$2.46K 0.16%
32,037
+30
58
$2.44K 0.16%
121,801
-36,415
59
$2.4K 0.15%
65,124
-31,710
60
$2.28K 0.15%
14,295
+1,635
61
$2.27K 0.14%
24,225
+2,980
62
$2.13K 0.14%
48,617
+65
63
$1.99K 0.13%
43,998
+75
64
$1.64K 0.1%
143,359
-45,925
65
$1.64K 0.1%
29,335
+80
66
$1.63K 0.1%
32,060
+35
67
$1.42K 0.09%
+48,149
68
$1.26K 0.08%
36,534
-139
69
$525 0.03%
24,158
+1,110
70
$288 0.02%
12,116
71
$251 0.02%
+9,535
72
$138 0.01%
2,790
-220
73
$134 0.01%
4,300
-810
74
$28 ﹤0.01%
3,965
-2,685
75
– –
-100,769
1 2
3