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
$1.25B
AUM Growth
-$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$48.3M
2 +$21.5M
3 +$11.7M
4
FRT icon
Federal Realty Investment Trust
FRT
+$7.8M
5
SJR
Shaw Communications Inc.
SJR
+$4.39M

Top Sells

1 +$73.7M
2 +$10.4M
3 +$8.12M
4
AKR icon
Acadia Realty Trust
AKR
+$3.58M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$3.23M

Sector Composition

1 Financials 47.71%
2 Communication Services 19.91%
3 Energy 16.65%
4 Healthcare 4.92%
5 Technology 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-93,820
77
-32,450
78
-88,150
79
-625,572