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

Top Buys

1 +$3.83M
2 +$3.76M
3 +$2.9M
4
EXR icon
Extra Space Storage
EXR
+$2.68M
5
DIS icon
Walt Disney
DIS
+$2.36M

Top Sells

1 +$24.6M
2 +$24.1M
3 +$20M
4
ENB icon
Enbridge
ENB
+$17.4M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$16.3M

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