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

Top Buys

1
+$12.6M
2
+$1.95M
3
+$1.18M
4
RCI icon
Rogers Communications
RCI
+$943K
5
DE icon
Deere & Co
DE
+$727K

Top Sells

1
+$8.29M
2
+$6.71M
3
+$5.79M
4
POT
Potash Corp Of Saskatchewan
POT
+$5.61M
5
OVV icon
Ovintiv
OVV
+$5.54M

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