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

Top Buys

1
+$50.8M
2
+$22.6M
3
+$13.1M
4
FRT icon
Federal Realty Investment Trust
FRT
+$7.93M
5
SJR
Shaw Communications Inc.
SJR
+$4.67M

Top Sells

1
+$73.7M
2
+$10.7M
3
+$8.38M
4
AKR icon
Acadia Realty Trust
AKR
+$3.58M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$3.43M

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
– –
-88,150
77
– –
-625,572
78
– –
-12,675
79
– –
-93,820
1 2 3
4