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
$1.04B
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$24.1M
2 +$9M
3 +$3.13M
4
CNI icon
Canadian National Railway
CNI
+$1.7M
5
BEP icon
Brookfield Renewable
BEP
+$1.53M

Top Sells

1 +$20.8M
2 +$10.5M
3 +$10.4M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$9.05M
5
VRN
Veren
VRN
+$8.54M

Sector Composition

1 Financials 37.65%
2 Communication Services 21.93%
3 Real Estate 10.39%
4 Energy 10.19%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,930
77
-2,046,289