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

Top Buys

1 +$7.57M
2 +$2.84M
3 +$2.48M
4
VTR icon
Ventas
VTR
+$1.95M
5
UDR icon
UDR
UDR
+$1.88M

Top Sells

1 +$11.9M
2 +$10.7M
3 +$8.03M
4
BN icon
Brookfield
BN
+$6.5M
5
TU icon
Telus
TU
+$6.34M

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
0