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

Top Buys

1
+$47.5M
2
+$14.5M
3
+$9.55M
4
VZ icon
Verizon
VZ
+$4.86M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$4.16M

Top Sells

1
+$3.96M
2
+$3.22M
3
+$2.77M
4
RCI icon
Rogers Communications
RCI
+$2.71M
5
SPG icon
Simon Property Group
SPG
+$2.35M

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
– –
-4,887
80
– –
-65,326
81
– –
-35,635
1 2 3
4