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
$1.01B
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$25.4M
3
+$22.4M
4
TU icon
Telus
TU
+$8.56M
5
BCE icon
BCE
BCE
+$5.25M

Top Sells

1
+$34.3M
2
+$19.4M
3
+$6.73M
4
CNQ icon
Canadian Natural Resources
CNQ
+$6.38M
5
DD icon
DuPont de Nemours
DD
+$1.8M

Sector Composition

1 Financials 40.04%
2 Communication Services 21.67%
3 Energy 13.52%
4 Consumer Discretionary 6.35%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.46M 0.24%
14,864
-9,390
52
$2.33M 0.23%
39,012
-1,820
53
$2.25M 0.22%
19,400
-3,600
54
$2.08M 0.21%
48,154
-2,300
55
$2.01M 0.2%
22,575
+2,500
56
$1.91M 0.19%
76,007
-5,580
57
$1.86M 0.18%
+17,400
58
$1.83M 0.18%
27,505
59
$1.79M 0.18%
62,475
-2,975
60
$1.77M 0.17%
32,100
+30,200
61
$1.71M 0.17%
17,711
+1,178
62
$1.49M 0.15%
46,366
-2,295
63
$1.47M 0.15%
42,933
-2,185
64
$1.45M 0.14%
20,120
-1,060
65
$1.42M 0.14%
39,600
66
$1.36M 0.13%
350,292
-4,977,524
67
$999K 0.1%
27,790
-1,415
68
$930K 0.09%
+179,500
69
$783K 0.08%
+12,100
70
$712K 0.07%
13,700
71
$637K 0.06%
23,145
-2,270
72
$541K 0.05%
27,475
73
$267K 0.03%
145,660
-3,673,351
74
$57K 0.01%
24,565
75
$41K ﹤0.01%
+1,062
1 2
3
4