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
$822M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$6.5M
3
+$5.91M
4
TU icon
Telus
TU
+$4.74M
5
UDR icon
UDR
UDR
+$2.28M

Top Sells

1
+$3.3M
2
+$2.77M
3
+$2.03M
4
SUI icon
Sun Communities
SUI
+$1.85M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.83M

Sector Composition

1 Financials 39.45%
2 Energy 15.24%
3 Communication Services 12.76%
4 Consumer Discretionary 8.35%
5 Real Estate 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.4M 9.49%
1,300,978
-27,046
2
$67.5M 8.16%
771,349
-14,531
3
$45.5M 5.5%
1,321,821
+407,436
4
$45.3M 5.49%
1,010,967
-18,677
5
$44.1M 5.33%
1,153,561
+49,055
6
$39.4M 4.77%
1,020,694
-19,286
7
$38.6M 4.67%
356,326
+60,001
8
$37.9M 4.58%
1,210,760
-88,394
9
$37.1M 4.49%
691,616
-12,530
10
$33M 3.99%
2,018,338
+290,257
11
$31.7M 3.84%
1,734,056
+323,058
12
$31.1M 3.76%
1,033,597
-21,625
13
$28.3M 3.43%
823,525
-49,130
14
$23M 2.78%
345,289
-2,176
15
$11.3M 1.37%
210,126
-632
16
$10.3M 1.24%
309,026
+32,684
17
$9.99M 1.21%
1,350,876
+190,707
18
$9.94M 1.2%
93,867
-316
19
$8.84M 1.07%
272,607
-1,309
20
$8.31M 1.01%
57,109
21
$7.65M 0.93%
58,467
-399
22
$7.11M 0.86%
290,000
23
$7.11M 0.86%
219,726
-62,800
24
$7.09M 0.86%
133,590
+22,048
25
$6.15M 0.74%
169,747
-1,131
1
2 3