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

Top Buys

1 +$11.9M
2 +$11.1M
3 +$8.9M
4
AVB icon
AvalonBay Communities
AVB
+$6.1M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$3.83M

Top Sells

1 +$5.36M
2 +$5.02M
3 +$3.97M
4
TD icon
Toronto Dominion Bank
TD
+$3.82M
5
SUI icon
Sun Communities
SUI
+$3.65M

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