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
$1.03B
AUM Growth
-$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$1.43M
3
+$1.13M
4
DE icon
Deere & Co
DE
+$697K
5
PFE icon
Pfizer
PFE
+$481K

Top Sells

1
+$8.29M
2
+$7.91M
3
+$7.38M
4
POT
Potash Corp Of Saskatchewan
POT
+$6.96M
5
OVV icon
Ovintiv
OVV
+$6.79M

Sector Composition

1 Financials 40.97%
2 Energy 14.77%
3 Communication Services 14.07%
4 Materials 7.63%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$104K 0.01%
9,650
-2,475
77
$98K 0.01%
21,170
-5,515
78
$88K 0.01%
51,255
-3,960
79
$78K 0.01%
14,725
+1,870
80
$78K 0.01%
60,565
-31,630
81
$66K 0.01%
23,395
-2,875
82
$39K ﹤0.01%
12,710
+125
83
$16K ﹤0.01%
65,860
-8,420
84
– –
-335,947
85
– –
-24,274
1 2 3
4