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
$603M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.2M
3
+$2.93M
4
MSFT icon
Microsoft
MSFT
+$2.31M
5
POT
Potash Corp Of Saskatchewan
POT
+$1.79M

Top Sells

1
+$6.31M
2
+$3.24M
3
+$2.25M
4
BN icon
Brookfield
BN
+$2.24M
5
KIM icon
Kimco Realty
KIM
+$1.66M

Sector Composition

1 Financials 39.74%
2 Energy 16.21%
3 Communication Services 14.99%
4 Healthcare 8.25%
5 Technology 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40M 6.64%
677,226
-10,810
2
$36.2M 6.02%
883,468
3
$26.8M 4.45%
1,960,695
+234,380
4
$26.8M 4.44%
490,449
-10,806
5
$25.8M 4.27%
1,862,811
+281,770
6
$21.9M 3.63%
461,962
+8,970
7
$21.7M 3.6%
535,882
-16,990
8
$21.5M 3.56%
653,944
+89,135
9
$19M 3.15%
487,596
-4,458
10
$16.3M 2.71%
257,205
-23,510
11
$15.8M 2.62%
979,120
-53,370
12
$15.3M 2.54%
565,941
13
$14M 2.32%
372,184
-26,140
14
$13.6M 2.26%
112,296
+828
15
$11.6M 1.93%
715,440
+110,125
16
$11.4M 1.9%
137,145
+740
17
$11.4M 1.89%
1,727,890
-28,125
18
$9.91M 1.64%
179,500
+1,395
19
$9.81M 1.63%
175,702
+1,812
20
$9.29M 1.54%
109,724
+779
21
$9M 1.49%
439,472
+2,000
22
$8.65M 1.44%
182,768
+1,106
23
$8.38M 1.39%
531,876
-11,175
24
$8.29M 1.38%
133,491
+562
25
$8.13M 1.35%
158,803
+45,093
1
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