Lincluden Management Ltd Top Holdings and 13F Report (2023) → Bigger Than NVIDIA? (From Behind the Markets) (Ad) About Lincluden Management LtdInvestment ActivityLincluden Management Ltd has $842.86 thousand in total holdings as of December 31, 2022.Lincluden Management Ltd owns shares of 73 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 4.47% of the portfolio was purchased this quarter.About 3.72% of the portfolio was sold this quarter.This quarter, Lincluden Management Ltd has purchased 75 new stocks and bought additional shares in 16 stocks.Lincluden Management Ltd sold shares of 52 stocks and completely divested from 2 stocks this quarter.Largest Holdings Toronto-Dominion Bank $65,270Royal Bank of Canada $63,543TC Energy $50,986Brookfield $47,071Bank of Nova Scotia $44,403 Largest Purchases this Quarter Brookfield Renewable Partners 680,794 shares (about $15.83K)Brookfield 105,223 shares (about $4.40K)Colliers International Group 21,093 shares (about $2.58K)Walmart 40,914 shares (about $2.46K)BCE 70,263 shares (about $2.39K) Largest Sales this Quarter Manulife Financial 125,068 shares (about $3.12K)Royal Bank of Canada 19,299 shares (about $1.95K)Bank of Nova Scotia 31,665 shares (about $1.64K)Canadian Imperial Bank of Commerce 28,751 shares (about $1.46K)Oracle 10,110 shares (about $1.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLincluden Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTDToronto-Dominion Bank$65,270$1,214 ▼-1.8%1,081,7687.7%FinanceRYRoyal Bank of Canada$63,543$1,946 ▼-3.0%630,1737.5%FinanceTRPTC Energy$50,986$786 ▼-1.5%1,268,9426.0%Oils/EnergyBNBrookfield$47,071$4,402 ▲10.3%1,125,2095.6%FinanceBNSBank of Nova Scotia$44,403$1,638 ▼-3.6%858,5805.3%FinanceCMCanadian Imperial Bank of Commerce$42,521$1,457 ▼-3.3%838,9685.0%FinanceBCEBCE$39,990$2,387 ▲6.3%1,177,1084.7%UtilitiesMFCManulife Financial$37,118$3,123 ▼-7.8%1,486,5724.4%FinanceCNICanadian National Railway$36,512$1,068 ▼-2.8%277,3454.3%TransportationMGAMagna International$31,426$648 ▼-2.0%577,0283.7%Auto/Tires/TrucksPBAPembina Pipeline$29,200$556 ▼-1.9%827,4953.5%Oils/EnergyTUTELUS$26,201$220 ▼-0.8%1,638,2173.1%UtilitiesSUSuncor Energy$25,020$1 ▼0.0%679,9263.0%Oils/EnergyQSRRestaurant Brands International$21,905$240 ▼-1.1%275,9062.6%Retail/WholesaleBEPBrookfield Renewable Partners$15,911$15,828 ▲18,979.5%684,3811.9%UtilitiesCSCOCisco Systems$11,341$874 ▲8.3%227,2281.3%Computer and TechnologyVZVerizon Communications$11,273$95 ▼-0.8%268,6721.3%Computer and TechnologyORCLOracle$10,425$1,270 ▼-10.9%82,9951.2%Computer and TechnologyPFEPfizer$9,858$64 ▼-0.6%355,2301.2%MedicalMSFTMicrosoft$7,6500.0%18,5220.9%Computer and TechnologyGOOGLAlphabet$7,615$69 ▼-0.9%50,4560.9%Computer and TechnologyDEODiageo$7,4640.0%51,2400.9%Consumer StaplesGRP.UGranite Real Estate Inc. Staple$7,389$234 ▼-3.1%129,4920.9%FinanceRMRThe RMR Group$6,9600.0%290,0000.8%FinanceUSBU.S. Bancorp$6,942$76 ▼-1.1%155,3120.8%FinanceCIGIColliers International Group$6,914$2,577 ▲59.4%56,5820.8%FinanceCNCCentene$6,661$90 ▼-1.3%84,8760.8%MedicalFRTFederal Realty Investment Trust$6,424$151 ▼-2.3%62,9080.8%FinanceDGDollar General$6,423$81 ▼-1.3%41,1590.8%Retail/WholesaleFSVFirstService$6,245$317 ▼-4.8%37,7330.7%FinanceKRKroger$6,229$103 ▼-1.6%109,0390.7%Retail/WholesaleBACBank of America$5,919$75 ▼-1.2%156,0920.7%FinanceWBAWalgreens Boots Alliance$5,752$34 ▼-0.6%265,1710.7%Retail/WholesaleEXRExtra Space Storage$5,367$795 ▲17.4%36,5070.6%FinanceAMTAmerican Tower$5,354$394 ▼-6.9%20,0970.6%FinanceINGING Groep$5,242$58 ▼-1.1%317,8820.6%FinanceJPMJPMorgan Chase & Co.$4,790$933 ▼-16.3%23,9130.6%FinanceHDHome Depot$4,694$60 ▼-1.3%12,2370.6%Retail/WholesaleCPTCamden Property Trust$4,516$409 ▲10.0%45,8900.5%FinanceCNQCanadian Natural Resources$4,496$64 ▼-1.4%58,9530.5%Oils/EnergyEOGEOG Resources$4,442$68 ▼-1.5%34,7440.5%Oils/EnergyDISWalt Disney$4,373$45 ▼-1.0%35,7370.5%Consumer DiscretionaryUDRUDR$4,223$182 ▼-4.1%112,8940.5%FinanceMSMorgan Stanley$4,182$795 ▲23.5%44,4120.5%FinanceGIBCGI$3,839$812 ▲26.8%34,8100.5%Computer and TechnologyCOSTCostco Wholesale$3,765$38 ▼-1.0%5,1390.4%Retail/WholesaleVETVermilion Energy$3,721$640 ▲20.8%299,3200.4%Oils/EnergyWMTWalmart$3,716$2,462 ▲196.3%61,7590.4%Retail/WholesaleGILGildan Activewear$3,674$838 ▲29.5%99,0330.4%Consumer DiscretionaryGNTXGentex$3,599$1,059 ▼-22.7%99,6500.4%Auto/Tires/TrucksTSCOTractor Supply$3,202$13 ▼-0.4%12,2360.4%Retail/WholesaleSANOFI SA$3,196$21 ▼-0.7%65,7600.4%ADRORANOrange$3,154$36 ▼-1.1%268,0040.4%Computer and TechnologyGLWCorning$3,137$38 ▼-1.2%95,1800.4%Computer and TechnologyUNHUnitedHealth Group$3,017$1,002 ▲49.8%6,0980.4%MedicalEQIXEquinix$2,960$1,227 ▲70.8%3,5860.4%FinanceCCitigroup$2,948$28 ▼-1.0%46,6220.3%FinanceGSKGSK$2,797$31 ▼-1.1%65,2520.3%MedicalTJXTJX Companies$2,569$18 ▼-0.7%25,3270.3%Retail/WholesaleRCIRogers Communications$2,565$58 ▼-2.2%62,6160.3%Consumer DiscretionarySPGSimon Property Group$2,553$94 ▼-3.5%16,3120.3%FinanceAVBAvalonBay Communities$2,499$95 ▼-3.7%13,4650.3%FinanceVODVodafone Group Public$2,493$34 ▼-1.4%280,0640.3%Computer and TechnologyWELLWelltower$2,390$167 ▼-6.5%25,5790.3%FinanceTTETotalEnergies$2,238$23 ▼-1.0%32,5170.3%Oils/EnergyCOLDAmericold Realty Trust$2,223$629 ▲39.4%89,1910.3%FinanceJNJJohnson & Johnson$2,167$29 ▼-1.3%13,6970.3%MedicalBEPCBrookfield Renewable$2,067$2,027 ▲5,102.1%84,2740.2%Oils/EnergyTRNOTerreno Realty$1,891$841 ▼-30.8%28,4800.2%FinanceSAPSAP$1,808$53 ▼-2.8%9,2730.2%Computer and TechnologyBXPBoston Properties$1,797$67 ▼-3.6%27,5140.2%FinanceCVECenovus Energy$3960.0%19,8000.0%Oils/EnergyBAMBrookfield Asset Management$2420.0%5,7780.0%FinanceTCNTricon Residential$0$9,104 ▼-100.0%00.0%FinanceVTRVentas$0$2,170 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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