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
$829M
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$36.3M
2 +$27.7M
3 +$11.5M
4
CNQ icon
Canadian Natural Resources
CNQ
+$11.2M
5
SJR
Shaw Communications Inc.
SJR
+$8.95M

Top Sells

1 +$35.3M
2 +$12.7M
3 +$2.86M
4
ZBH icon
Zimmer Biomet
ZBH
+$2.76M
5
SAP icon
SAP
SAP
+$2.37M

Sector Composition

1 Financials 40.34%
2 Communication Services 21.97%
3 Energy 14.53%
4 Healthcare 4.37%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,495
77
-20,595