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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
+12.31%
1 Year Est. Return
+31.43%
3 Year Est. Return
+47%
5 Year Est. Return
+49.95%
10 Year Est. Return
+133.14%
AUM
$824M
AUM Growth
-$2.71M
(-0.33%)
Cap. Flow
-$88.9M
Cap. Flow
% of AUM
-10.79%
Top 10 Holdings %
Top 10 Hldgs %
56.2%
Holding
77
New
5
Increased
6
Reduced
54
Closed
2
Top Buys
| 1 |
Diageo
DEO
|
+$7.57M |
| 2 |
JPMorgan Chase
JPM
|
+$2.84M |
| 3 |
Gildan
GIL
|
+$2.48M |
| 4 |
Ventas
VTR
|
+$1.95M |
| 5 |
UDR
UDR
|
+$1.88M |
Top Sells
| 1 |
Toronto Dominion Bank
TD
|
+$11.9M |
| 2 |
Royal Bank of Canada
RY
|
+$10.7M |
| 3 |
Canadian National Railway
CNI
|
+$8.03M |
| 4 |
Brookfield
BN
|
+$6.5M |
| 5 |
Telus
TU
|
+$6.34M |
Sector Composition
| 1 | Financials | 39.6% |
| 2 | Energy | 13.94% |
| 3 | Communication Services | 12.39% |
| 4 | Real Estate | 8.62% |
| 5 | Consumer Discretionary | 8.31% |
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