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
$1.57M
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$7.28K
2
+$4.87K
3
+$4.05K
4
BNS icon
Scotiabank
BNS
+$3.98K
5
EOG icon
EOG Resources
EOG
+$3.33K

Top Sells

1
+$9.26M
2
+$15K
3
+$2.53K
4
MFC icon
Manulife Financial
MFC
+$1.8K
5
RY icon
Royal Bank of Canada
RY
+$1.74K

Sector Composition

1 Financials 62.48%
2 Energy 15.81%
3 Communication Services 12.58%
4 Healthcare 2.58%
5 Real Estate 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$567K 36.13%
573,524
+7,355
2
$101K 6.43%
1,727,026
-735
3
$96K 6.11%
1,208,224
-21,935
4
$76.6K 4.88%
1,425,791
+74,055
5
$73.9K 4.7%
2,045,106
+5,220
6
$60.1K 3.83%
1,321,777
-329,790
7
$52.6K 3.35%
5,891,532
+544,920
8
$52.6K 3.35%
982,004
+30,120
9
$49.6K 3.16%
3,755,005
+663
10
$37.9K 2.41%
962,770
+58,930
11
$37.8K 2.41%
11,442,601
+103,710
12
$33K 2.1%
1,615,479
-16,365
13
$32K 2.04%
1,759,224
-99,235
14
$30.4K 1.94%
735,090
-41,605
15
$30.2K 1.92%
1,631,568
-7,690
16
$14.7K 0.94%
1,960,726
+260,295
17
$12.9K 0.82%
226,169
-1,005
18
$12.2K 0.78%
223,959
+12,985
19
$7.54K 0.48%
163,810
+67,100
20
$7.12K 0.45%
142,404
-8,256
21
$7.04K 0.45%
171,394
-416
22
$6.87K 0.44%
49,309
-65
23
$6.41K 0.41%
49,776
-365
24
$6.29K 0.4%
132,951
-1,160
25
$5.75K 0.37%
105,027
-46,275
1
2 3