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
$701M
AUM Growth
-$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$7.73M
3
+$5.97M
4
TU icon
Telus
TU
+$5.91M
5
BNS icon
Scotiabank
BNS
+$5.89M

Top Sells

1
+$12.4M
2
+$9.45M
3
+$9.2M
4
BMO icon
Bank of Montreal
BMO
+$7.03M
5
GG
Goldcorp Inc
GG
+$7M

Sector Composition

1 Financials 43.41%
2 Communication Services 15.72%
3 Energy 12.82%
4 Healthcare 8.52%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-141,687
77
– –
-36,905
78
– –
-1,176,681
79
– –
-1,291,883
80
– –
-404,875
1 2 3
4