LM

Lincluden Management Portfolio holdings

AUM $894M
1-Year Est. Return 9.85%
This Quarter Est. Return
1 Year Est. Return
+9.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$52.3M
2 +$10.6M
3 +$8.43M
4
RY icon
Royal Bank of Canada
RY
+$7.38M
5
ERF
Enerplus Corporation
ERF
+$6.44M

Top Sells

1 +$6.65M
2 +$3.33M
3 +$3.3M
4
OVV icon
Ovintiv
OVV
+$3.24M
5
EMR icon
Emerson Electric
EMR
+$2.77M

Sector Composition

1 Financials 49.04%
2 Energy 11.18%
3 Communication Services 10.34%
4 Materials 6.82%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$57K 0.01%
26,270
+10,010
77
$53K ﹤0.01%
115,855
-48,670
78
$50K ﹤0.01%
10,590
79
$42K ﹤0.01%
+12,585
80
$35K ﹤0.01%
51,780
81
-343,970