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
$1.37B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$7.67M
2 +$6M
3 +$4.78M
4
DG icon
Dollar General
DG
+$3M
5
RY icon
Royal Bank of Canada
RY
+$2.58M

Top Sells

1 +$8.15M
2 +$5.52M
3 +$2.69M
4
UNP icon
Union Pacific
UNP
+$2.25M
5
ERF
Enerplus Corporation
ERF
+$972K

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