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
$1.13B
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.2M
3
+$8.74M
4
AVB icon
AvalonBay Communities
AVB
+$6M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$3.71M

Top Sells

1
+$5.7M
2
+$5.02M
3
+$3.88M
4
SUI icon
Sun Communities
SUI
+$3.87M
5
ENB icon
Enbridge
ENB
+$3.69M

Sector Composition

1 Financials 39.52%
2 Communication Services 20.19%
3 Energy 11.66%
4 Real Estate 8.23%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-22,144
77
– –
-52,016
78
– –
-55,613
1 2 3
4