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
$902M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$33.5M
2 +$19.3M
3 +$13.9M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.7M
5
J icon
Jacobs Solutions
J
+$4.56M

Top Sells

1 +$11.8M
2 +$6.12M
3 +$5.83M
4
KR icon
Kroger
KR
+$3.89M
5
ORCL icon
Oracle
ORCL
+$2.86M

Sector Composition

1 Financials 34.48%
2 Energy 14.75%
3 Communication Services 11.43%
4 Consumer Discretionary 8.43%
5 Real Estate 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0