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

Top Buys

1
+$8.47M
2
+$7.23M
3
+$7.1M
4
GIB icon
CGI
GIB
+$5.61M
5
BABA icon
Alibaba
BABA
+$5.14M

Top Sells

1
+$14.6M
2
+$8.91M
3
+$7.69M
4
DOW icon
Dow Inc
DOW
+$7.38M
5
CTVA icon
Corteva
CTVA
+$6.68M

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
– –
-172,563
77
– –
-18,710
78
– –
-123,455
79
– –
-133,052
80
– –
-100,904
81
– –
-69,571
1 2 3
4