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

Top Buys

1
+$11.7M
2
+$11.6M
3
+$8.3M
4
RCI icon
Rogers Communications
RCI
+$7.23M
5
BNS icon
Scotiabank
BNS
+$3.5M

Top Sells

1
+$12.1M
2
+$7.71M
3
+$5.54M
4
OVV icon
Ovintiv
OVV
+$4.09M
5
PFE icon
Pfizer
PFE
+$2.14M

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
1 2 3
4