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

Top Buys

1
+$24.1M
2
+$11.8M
3
+$9.62M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$6.63M
5
BMO icon
Bank of Montreal
BMO
+$6.08M

Top Sells

1
+$27.7M
2
+$12.2M
3
+$2.32M
4
RCI icon
Rogers Communications
RCI
+$1.97M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.85M

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
1 2 3
4