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
$1.16B
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$38.9M
2 +$15.5M
3 +$8.05M
4
VZ icon
Verizon
VZ
+$4.66M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$4.31M

Top Sells

1 +$4.34M
2 +$3.22M
3 +$2.94M
4
RCI icon
Rogers Communications
RCI
+$2.85M
5
SJR
Shaw Communications Inc.
SJR
+$2.38M

Sector Composition

1 Financials 49.19%
2 Communication Services 18.87%
3 Energy 10.69%
4 Materials 5.37%
5 Technology 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$46K ﹤0.01%
3,280
77
$44K ﹤0.01%
1,520
78
-217,980
79
-4,818
80
-65,326
81
-35,635