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
$820M
AUM Growth
-$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$3.18M
3
+$2.53M
4
VTR icon
Ventas
VTR
+$2.17M
5
UDR icon
UDR
UDR
+$2.07M

Top Sells

1
+$12.9M
2
+$12.3M
3
+$8.91M
4
BN icon
Brookfield
BN
+$7.65M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.36M

Sector Composition

1 Financials 39.8%
2 Energy 14.01%
3 Communication Services 12.46%
4 Real Estate 8.66%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.93M 0.36%
96,322
-1,403
52
$2.64M 0.32%
61,420
-425
53
$2.62M 0.32%
13,979
54
$2.58M 0.31%
41,140
55
$2.53M 0.31%
+76,447
56
$2.47M 0.3%
283,911
-3,193
57
$2.47M 0.3%
27,371
58
$2.44M 0.3%
65,975
-103,772
59
$2.42M 0.29%
47,070
-433
60
$2.41M 0.29%
16,912
61
$2.39M 0.29%
25,500
-405
62
$2.21M 0.27%
32,845
-395
63
$2.18M 0.26%
13,882
-231
64
$2.17M 0.26%
+43,530
65
$2.14M 0.26%
4,072
-49
66
$2M 0.24%
+28,541
67
$1.94M 0.24%
63,965
-30,811
68
$1.69M 0.21%
2,099
69
$1.48M 0.18%
9,545
-146
70
$330K 0.04%
19,800
71
$232K 0.03%
5,778
-92,875
72
$94K 0.01%
+3,587
73
$47K 0.01%
1,620
-23
74
– –
-554
75
– –
0
1 2
3
4