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
$953M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.46M
3
+$5.43M
4
SJR
Shaw Communications Inc.
SJR
+$3.59M
5
ENB icon
Enbridge
ENB
+$3.46M

Top Sells

1
+$5.41M
2
+$3.67M
3
+$2.66M
4
GRP.U
Granite Real Estate Investment Trust
GRP.U
+$2.43M
5
FRT icon
Federal Realty Investment Trust
FRT
+$2.36M

Sector Composition

1 Financials 39.55%
2 Communication Services 20.88%
3 Energy 16.68%
4 Consumer Discretionary 4.48%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.58M 0.27%
157,430
-3,745
52
$2.58M 0.27%
50,454
-1,035
53
$2.57M 0.27%
113,889
-2,335
54
$2.5M 0.26%
62,481
-1,170
55
$2.26M 0.24%
40,832
-11,055
56
$1.89M 0.2%
21,180
-460
57
$1.83M 0.19%
20,075
-3,150
58
$1.74M 0.18%
45,118
-980
59
$1.73M 0.18%
65,450
-21,925
60
$1.64M 0.17%
48,661
-14,620
61
$1.58M 0.17%
27,505
+6,180
62
$1.48M 0.16%
29,205
-585
63
$1.44M 0.15%
39,600
-101,200
64
$804K 0.08%
+13,700
65
$792K 0.08%
25,415
-365
66
$759K 0.08%
+1,900
67
$637K 0.07%
56,144
-790
68
$597K 0.06%
10,960
+7,790
69
$426K 0.04%
27,475
+9,435
70
$189K 0.02%
11,210
+3,605
71
$109K 0.01%
24,565
-768
1 2
3