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
$961M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$3.97M
2 +$3.61M
3 +$3.02M
4
DIS icon
Walt Disney
DIS
+$2.98M
5
EXR icon
Extra Space Storage
EXR
+$2.72M

Top Sells

1 +$26.9M
2 +$26.1M
3 +$22.8M
4
VRN
Veren
VRN
+$18.5M
5
ENB icon
Enbridge
ENB
+$18.3M

Sector Composition

1 Financials 39.43%
2 Communication Services 19.94%
3 Energy 12.86%
4 Real Estate 5.66%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,062
77
-145,660