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
$1.29B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$25.9M
2 +$12.7M
3 +$9.98M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$6.78M
5
VRN
Veren
VRN
+$6.55M

Top Sells

1 +$124M
2 +$30M
3 +$2.36M
4
RCI icon
Rogers Communications
RCI
+$1.99M
5
CVX icon
Chevron
CVX
+$1.94M

Sector Composition

1 Financials 47.69%
2 Communication Services 18.63%
3 Energy 12.8%
4 Materials 5.16%
5 Healthcare 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$50K ﹤0.01%
12,355
77
$40K ﹤0.01%
3,280
78
$33K ﹤0.01%
1,520
79
-72,970
80
-23,790
81
-55,634