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
$1.06B
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$13.3M
3 +$8.98M
4
KO icon
Coca-Cola
KO
+$8.3M
5
BNS icon
Scotiabank
BNS
+$4.3M

Top Sells

1 +$14.9M
2 +$9.48M
3 +$6.83M
4
OVV icon
Ovintiv
OVV
+$5.63M
5
PFE icon
Pfizer
PFE
+$2.19M

Sector Composition

1 Financials 37.28%
2 Energy 14.88%
3 Communication Services 13.28%
4 Materials 9.61%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$77K 0.01%
12,855
+2,265
77
$74K 0.01%
92,195
-23,660
78
$70K 0.01%
26,270
79
$64K 0.01%
55,215
-27,475
80
$44K ﹤0.01%
12,585
81
$30K ﹤0.01%
51,780