LM

Lincluden Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$801M
AUM Growth
+$757M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$5.8M
3
+$2.9M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$2.88M
5
TLM
TALISMAN ENERGY INC
TLM
+$2.37M

Top Sells

1
+$10.4M
2
+$8.84M
3
+$7.23M
4
CNQ icon
Canadian Natural Resources
CNQ
+$6.56M
5
MFC icon
Manulife Financial
MFC
+$5.5M

Sector Composition

1 Financials 35.05%
2 Energy 15.47%
3 Communication Services 11.3%
4 Materials 9.28%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$50K 0.01%
51,780
77
$45K 0.01%
164,525
78
$22K ﹤0.01%
17,275
-6,865
79
– –
-13,190
80
– –
-15,000
81
– –
-18,100
82
– –
-26,025
1 2 3
4