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
$918M
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$22.2M
3
+$21M
4
RCI icon
Rogers Communications
RCI
+$18M
5
BNS icon
Scotiabank
BNS
+$15.6M

Top Sells

1
+$16.4M
2
+$2.32M
3
+$2.27M
4
GRP.U
Granite Real Estate Investment Trust
GRP.U
+$1.57M
5
CVX icon
Chevron
CVX
+$963K

Sector Composition

1 Financials 43.18%
2 Communication Services 18.23%
3 Energy 16.77%
4 Healthcare 5.21%
5 Technology 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46K 0.01%
10,565
77
$39K ﹤0.01%
3,280
-1,895
78
$24K ﹤0.01%
1,520
79
$21K ﹤0.01%
26,275
-450
80
– –
-51,468
81
– –
-313,512
1 2 3
4