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
$1.1B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$8.71M
3 +$8.14M
4
RY icon
Royal Bank of Canada
RY
+$7.28M
5
BCE icon
BCE
BCE
+$6.34M

Top Sells

1 +$6.88M
2 +$3.33M
3 +$3.27M
4
BPO
BROOKFIELD OFFICE PROPERTIES. INC
BPO
+$3.1M
5
BB icon
BlackBerry
BB
+$2.7M

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