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
$1.09B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$34M
2 +$8.32M
3 +$6.97M
4
ATVI
Activision Blizzard
ATVI
+$5.84M
5
PBA icon
Pembina Pipeline
PBA
+$4.57M

Top Sells

1 +$22.8M
2 +$16.3M
3 +$10.1M
4
SJR
Shaw Communications Inc.
SJR
+$9.03M
5
TD icon
Toronto Dominion Bank
TD
+$3.01M

Sector Composition

1 Financials 39.7%
2 Communication Services 19.74%
3 Energy 10.38%
4 Real Estate 9.37%
5 Healthcare 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-85,701
77
-14,675
78
-442,621
79
-158