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
$822M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$6.5M
3
+$5.91M
4
TU icon
Telus
TU
+$4.74M
5
UDR icon
UDR
UDR
+$2.28M

Top Sells

1
+$3.3M
2
+$2.77M
3
+$2.03M
4
SUI icon
Sun Communities
SUI
+$1.85M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.83M

Sector Composition

1 Financials 39.45%
2 Energy 15.24%
3 Communication Services 12.76%
4 Consumer Discretionary 8.35%
5 Real Estate 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.72M 0.33%
287,104
-2,598
52
$2.58M 0.31%
67,011
-2,491
53
$2.51M 0.3%
61,845
-80
54
$2.4M 0.29%
13,979
-3,489
55
$2.36M 0.29%
283,602
-835
56
$2.34M 0.28%
41,140
57
$2.3M 0.28%
25,905
-7,923
58
$2.28M 0.28%
+63,830
59
$2.24M 0.27%
27,371
60
$2.2M 0.27%
14,113
-667
61
$2.19M 0.26%
33,240
+7
62
$2.08M 0.25%
4,121
-5
63
$1.95M 0.24%
47,503
+32
64
$1.83M 0.22%
16,912
65
$1.52M 0.18%
2,099
66
$1.43M 0.17%
9,858
-229
67
$1.25M 0.15%
9,691
-224
68
$413K 0.05%
19,800
69
$46K 0.01%
554
-42
70
$39K ﹤0.01%
1,643
+301
71
– –
-16,100
72
– –
-23,002
73
– –
0
74
– –
-14,151
1 2
3