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
$820M
AUM Growth
-$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$7.46M
2 +$3.18M
3 +$2.53M
4
VTR icon
Ventas
VTR
+$2.17M
5
UDR icon
UDR
UDR
+$2.07M

Top Sells

1 +$12.9M
2 +$12.3M
3 +$8.91M
4
BN icon
Brookfield
BN
+$7.65M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.36M

Sector Composition

1 Financials 39.8%
2 Energy 14.01%
3 Communication Services 12.46%
4 Real Estate 8.66%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-283,602