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
$681M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$8.78M
2 +$8.2M
3 +$7.93M
4
MFC icon
Manulife Financial
MFC
+$5.93M
5
RY icon
Royal Bank of Canada
RY
+$5.81M

Top Sells

1 +$9.09M
2 +$4.78M
3 +$1.12M
4
JNJ icon
Johnson & Johnson
JNJ
+$898K
5
MRK icon
Merck
MRK
+$690K

Sector Composition

1 Financials 41.43%
2 Energy 16.97%
3 Communication Services 14.82%
4 Healthcare 7.31%
5 Technology 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$110K 0.02%
14,840
77
$56K 0.01%
5,175
78
$45K 0.01%
26,725
79
$40K 0.01%
9,935
80
$39K 0.01%
10,565
+55
81
$22K ﹤0.01%
1,520
82
-6,025