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
$1.11B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$34.4M
3
+$13.3M
4
BCE icon
BCE
BCE
+$13.1M
5
BMO icon
Bank of Montreal
BMO
+$10.4M

Top Sells

1
+$43.2M
2
+$9.79M
3
+$6.1M
4
CNQ icon
Canadian Natural Resources
CNQ
+$5.15M
5
TRI icon
Thomson Reuters
TRI
+$4.56M

Sector Composition

1 Financials 45.48%
2 Communication Services 18.6%
3 Energy 12.93%
4 Materials 5.5%
5 Technology 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$71K 0.01%
23,790
+8,950
77
$70K 0.01%
10,645
+710
78
$65K 0.01%
12,355
+1,790
79
$47K ﹤0.01%
3,280
80
$41K ﹤0.01%
1,520
81
$20K ﹤0.01%
35,635
+9,360
82
– –
-109,375
83
– –
-46,923
84
– –
-74,177
85
– –
-22,190
1 2 3
4