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
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$10.2M
3
+$1.35M
4
BNS icon
Scotiabank
BNS
+$951K
5
VZ icon
Verizon
VZ
+$900K

Top Sells

1
+$5.45M
2
+$3.92M
3
+$3.74M
4
BMO icon
Bank of Montreal
BMO
+$1.99M
5
TLM
TALISMAN ENERGY INC
TLM
+$1.94M

Sector Composition

1 Financials 36.61%
2 Energy 17.05%
3 Communication Services 12.57%
4 Materials 8.71%
5 Healthcare 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$128K 0.01%
12,125
77
$96K 0.01%
26,685
+4,500
78
$95K 0.01%
92,195
79
$93K 0.01%
55,215
80
$89K 0.01%
26,270
81
$70K 0.01%
12,855
82
$59K 0.01%
12,585
83
$29K ﹤0.01%
74,280
+22,500
1 2 3
4