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
$1.01B
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.3M
3
+$2.69M
4
CVX icon
Chevron
CVX
+$1.6M
5
CNI icon
Canadian National Railway
CNI
+$1.36M

Top Sells

1
+$7.38M
2
+$6M
3
+$5.92M
4
SPLS
Staples Inc
SPLS
+$4.85M
5
BCE icon
BCE
BCE
+$4.37M

Sector Composition

1 Financials 54.82%
2 Communication Services 11.3%
3 Energy 10.57%
4 Healthcare 5.75%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46K ﹤0.01%
51,255
77
$38K ﹤0.01%
60,565
78
$37K ﹤0.01%
11,330
-3,395
79
$36K ﹤0.01%
23,395
80
– –
-105,600
81
– –
-123,962
82
– –
-12,710
83
– –
-21,170
84
– –
-65,860
85
– –
-39,775
86
– –
-400,925
1 2 3
4