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LM
Lincluden Management Portfolio holdings
AUM
$939M
1-Year Est. Return
31.43%
This Fund
S&P 500
This Quarter
Est. Return
+7.69%
1 Year Est. Return
+31.43%
3 Year Est. Return
+47%
5 Year Est. Return
+49.95%
10 Year Est. Return
+133.14%
AUM
$801M
AUM Growth
+$757M
(+1,742%)
Cap. Flow
-$32.1M
Cap. Flow
% of AUM
-4%
Top 10 Holdings %
Top 10 Hldgs %
40.62%
Holding
83
New
2
Increased
17
Reduced
52
Closed
5
Top Buys
| 1 |
ORAN
Orange
ORAN
|
+$7.71M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
+$5.8M |
| 3 |
NGD
New Gold Inc
NGD
|
+$2.9M |
| 4 |
Teva Pharmaceuticals
TEVA
|
+$2.88M |
| 5 |
TLM
TALISMAN ENERGY INC
TLM
|
+$2.37M |
Top Sells
| 1 |
Suncor Energy
SU
|
+$10.4M |
| 2 |
Magna International
MGA
|
+$8.84M |
| 3 |
Vodafone
VOD
|
+$7.23M |
| 4 |
Canadian Natural Resources
CNQ
|
+$6.56M |
| 5 |
Manulife Financial
MFC
|
+$5.5M |
Sector Composition
| 1 | Financials | 35.05% |
| 2 | Energy | 15.47% |
| 3 | Communication Services | 11.3% |
| 4 | Materials | 9.28% |
| 5 | Industrials | 6.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Toronto Dominion Bank
TD
$205B
| $44.8M | 5.59% |
995,176
-4,820
| -0.5% | -$205K |
|
2
Royal Bank of Canada
RY
$300B
| $41.4M | 5.17% |
646,998
-11,765
| -2% | -$731K |
|
|
3
Manulife Financial
MFC
$72.1B
| $35.4M | 4.42% |
2,140,659
-322,091
| -13% | -$5.5M |
|
|
TLM
4
DELISTED
TALISMAN ENERGY INC
TLM
| $33.7M | 4.21% |
2,941,078
+212,060
| +8% | +$2.37M |
|
5
Sun Life Financial
SLF
$45.2B
| $31.6M | 3.94% |
994,370
| – | – |
|
6
BCE
BCE
$20.6B
| $28.8M | 3.59% |
673,480
+4,920
| +0.7% | +$205K |
|
7
Bank of Montreal
BMO
$128B
| $28.2M | 3.52% |
422,780
+7,125
| +2% | +$447K |
|
8
Thomson Reuters
TRI
$43.1B
| $27.4M | 3.42% |
676,165
-16,920
| -2% | -$673K |
|
9
Ovintiv
OVV
$15.9B
| $27.1M | 3.38% |
313,510
+4,425
| +1% | +$385K |
|
|
BPO
10
DELISTED
BROOKFIELD OFFICE PROPERTIES. INC
BPO
| $27M | 3.37% |
1,409,863
+14,785
| +1% | +$247K |
|
|
11
Canadian Natural Resources
CNQ
$89.4B
| $23.7M | 2.96% |
1,559,595
-437,208
| -22% | -$6.56M |
|
12
Rogers Communications
RCI
$18.8B
| $23.4M | 2.92% |
545,180
+3,245
| +0.6% | +$132K |
|
|
13
Suncor Energy
SU
$71.6B
| $22.7M | 2.84% |
635,730
-311,220
| -33% | -$10.4M |
|
14
Scotiabank
BNS
$110B
| $22.1M | 2.75% |
414,666
-15,271
| -4% | -$797K |
|
|
B
15
Barrick Mining
B
$58.4B
| $21.6M | 2.7% |
1,160,894
+6,975
| +0.6% | +$123K |
|
|
16
Magna International
MGA
$18.4B
| $21.5M | 2.69% |
521,860
-225,620
| -30% | -$8.84M |
|
|
SJR
17
DELISTED
Shaw Communications Inc.
SJR
| $17M | 2.12% |
732,080
-36,175
| -5% | -$875K |
|
18
Teck Resources
TECK
$27.3B
| $15.3M | 1.91% |
569,855
+810
| +0.1% | +$20.4K |
|
|
GG
19
DELISTED
Goldcorp Inc
GG
| $14.8M | 1.85% |
570,515
-1,265
| -0.2% | -$34.9K |
|
20
Canadian Imperial Bank of Commerce
CM
$110B
| $13.6M | 1.7% |
349,744
+4,206
| +1% | +$157K |
|
21
CAE Inc
CAE
$7.93B
| $13.5M | 1.69% |
1,235,071
-6,780
| -0.5% | -$74.6K |
|
|
NGD
22
DELISTED
New Gold Inc
NGD
| $12.7M | 1.58% |
2,150,640
+425,525
| +25% | +$2.9M |
|
|
WBA
23
DELISTED
Walgreens Boots Alliance
WBA
| $12.6M | 1.58% |
234,689
-2,765
| -1% | -$139K |
|
24
General Motors
GM
$70.1B
| $11.9M | 1.48% |
329,685
-6,405
| -2% | -$230K |
|
25
Johnson & Johnson
JNJ
$602B
| $10.8M | 1.35% |
124,490
-8,460
| -6% | -$759K |
|
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