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
$812K
AUM Growth
-$700M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.95K
2
+$4.32K
3
+$3.04K
4
SLF icon
Sun Life Financial
SLF
+$2.17K
5
CVE icon
Cenovus Energy
CVE
+$1.73K

Top Sells

1
+$4.94K
2
+$2.14K
3
+$2.12K
4
RY icon
Royal Bank of Canada
RY
+$2.12K
5
BNS icon
Scotiabank
BNS
+$1.52K

Sector Composition

1 Financials 37.8%
2 Industrials 21.12%
3 Communication Services 13.14%
4 Energy 10.42%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$147K 18.13%
270,825
+7,942
2
$49.2K 6.06%
1,159,803
-50,405
3
$44.9K 5.52%
733,711
-34,665
4
$37.8K 4.65%
765,264
-30,900
5
$34K 4.19%
1,752,728
6
$32.8K 4.04%
924,787
+11,270
7
$28.5K 3.51%
670,857
+590
8
$26.8K 3.3%
1,678,291
+108,220
9
$25.6K 3.16%
768,394
+65,020
10
$22.4K 2.76%
608,354
-21,380
11
$19.1K 2.35%
322,035
-18,865
12
$16K 1.97%
1,219,222
-20,365
13
$15.6K 1.92%
716,481
+1,125
14
$15.4K 1.9%
894,860
+3,480
15
$14.2K 1.75%
168,005
-5,500
16
$14.1K 1.74%
512,279
-39,702
17
$13K 1.6%
232,736
18
$11.5K 1.42%
118,488
-14,140
19
$11.2K 1.38%
198,727
-2,610
20
$11.1K 1.37%
285,770
-33,585
21
$10.6K 1.3%
155,754
-13,730
22
$10.4K 1.28%
870,065
-3,150
23
$10.2K 1.25%
201,528
-27,450
24
$9.79K 1.21%
141,945
-13,075
25
$9.66K 1.19%
156,191
-15,950
1
2 3