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
$1.03B
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$9.18M
2 +$7.7M
3 +$7.25M
4
GIB icon
CGI
GIB
+$5.91M
5
FRT icon
Federal Realty Investment Trust
FRT
+$5.09M

Top Sells

1 +$14.9M
2 +$9.52M
3 +$8.22M
4
DOW icon
Dow Inc
DOW
+$7.38M
5
CNQ icon
Canadian Natural Resources
CNQ
+$7.37M

Sector Composition

1 Financials 38.97%
2 Communication Services 21.37%
3 Energy 12.61%
4 Real Estate 6.76%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-22,280
77
-172,563
78
-18,710
79
-51,655
80
-133,052
81
-69,571