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
$1.04B
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$9.41M
3
+$3.18M
4
CNI icon
Canadian National Railway
CNI
+$1.62M
5
BEP icon
Brookfield Renewable
BEP
+$1.5M

Top Sells

1
+$21.5M
2
+$10.6M
3
+$10.5M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$9.4M
5
VRN
Veren
VRN
+$8.54M

Sector Composition

1 Financials 37.65%
2 Communication Services 21.93%
3 Real Estate 10.39%
4 Energy 10.19%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.63M 0.35%
56,420
-3,025
52
$3.39M 0.32%
128,440
-1,920
53
$3.29M 0.32%
287,107
-4,436
54
$3.21M 0.31%
344,179
55
$3.13M 0.3%
182,935
-24,691
56
$3.06M 0.29%
58,053
-914
57
$2.88M 0.28%
40,656
-633
58
$2.64M 0.25%
15,004
-231
59
$2.46M 0.24%
12,693
-201
60
$2.45M 0.23%
14,849
-250
61
$2.42M 0.23%
60,005
-9,252
62
$2.41M 0.23%
3,003
-2,236
63
$2.06M 0.2%
24,710
-385
64
$1.98M 0.19%
53,100
-800
65
$1.95M 0.19%
11,549
-14,429
66
$1.86M 0.18%
11,935
-4,256
67
$1.78M 0.17%
17,335
-28
68
$1.77M 0.17%
184,893
69
$1.73M 0.17%
38,250
-598
70
$1.69M 0.16%
25,004
-381
71
$1.66M 0.16%
11,824
-4,318
72
$1.5M 0.14%
+38,700
73
$623K 0.06%
16,870
74
$411K 0.04%
+8,320
75
$189K 0.02%
21,515
1 2
3
4