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
$1.44B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$37.8M
2 +$15.9M
3 +$12.6M
4
CVE icon
Cenovus Energy
CVE
+$8.27M
5
BCE icon
BCE
BCE
+$4.75M

Top Sells

1 +$52.2M
2 +$12M
3 +$4.98M
4
SU icon
Suncor Energy
SU
+$2.43M
5
MGA icon
Magna International
MGA
+$1.68M

Sector Composition

1 Financials 46.71%
2 Communication Services 17.56%
3 Energy 16.23%
4 Materials 5.31%
5 Healthcare 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$35K ﹤0.01%
3,280
77
$33K ﹤0.01%
1,520
78
-212,070