LM

Lincluden Management Portfolio holdings

AUM $894M
1-Year Est. Return 9.85%
This Quarter Est. Return
1 Year Est. Return
+9.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$517M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$4.39M
3
+$4.24M
4
GSK icon
GSK
GSK
+$4.23M
5
SPG icon
Simon Property Group
SPG
+$3.75M

Top Sells

1
+$12.2M
2
+$11.2M
3
+$10.1M
4
BNS icon
Scotiabank
BNS
+$9.9M
5
RY icon
Royal Bank of Canada
RY
+$7.46M

Sector Composition

1 Financials 44.03%
2 Communication Services 14.39%
3 Energy 9.54%
4 Healthcare 9.33%
5 Technology 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$608K 0.12%
127,263
-405,345
77
$565K 0.11%
+10,300
78
$538K 0.1%
84,325
-273,627
79
$507K 0.1%
+32,413
80
$485K 0.09%
+3,501
81
$441K 0.09%
5,965
-20
82
$353K 0.07%
5,186
83
$323K 0.06%
+100,700
84
$243K 0.05%
+7,665
85
$110K 0.02%
27,705
+11,720
86
$47K 0.01%
56,670
87
$37K 0.01%
12,100
88
$34K 0.01%
9,170
+1,010
89
$34K 0.01%
47,720
90
$31K 0.01%
13,170
91
$11K ﹤0.01%
24,760
92
– –
-211,059
1 2 3
4