LM

Lincluden Management Portfolio holdings

AUM $894M
1-Year Est. Return 9.85%
This Quarter Est. Return
1 Year Est. Return
+9.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$7.47M
3 +$5.63M
4
DD icon
DuPont de Nemours
DD
+$4.77M
5
DG icon
Dollar General
DG
+$3.08M

Top Sells

1 +$7.76M
2 +$5.68M
3 +$2.7M
4
UNP icon
Union Pacific
UNP
+$2.25M
5
WELL icon
Welltower
WELL
+$1.03M

Sector Composition

1 Financials 42.64%
2 Communication Services 18.89%
3 Energy 17.01%
4 Healthcare 6.1%
5 Technology 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,875