Lincluden Management Ltd Top Holdings and 13F Report (2023) About Lincluden Management LtdInvestment ActivityLincluden Management Ltd has $905.41 thousand in total holdings as of December 31, 2022.Lincluden Management Ltd owns shares of 77 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 10.64% of the portfolio was purchased this quarter.About 5.67% of the portfolio was sold this quarter.This quarter, Lincluden Management Ltd has purchased 72 new stocks and bought additional shares in 10 stocks.Lincluden Management Ltd sold shares of 59 stocks and completely divested from 0 stocks this quarter.Largest Holdings Toronto Dominion Bank $73,569Royal Bank Of Canada $65,271Canadian National Railway $43,419TC Energy $43,293Bank of Nova Scotia $42,255 Largest New Holdings this Quarter 67077M108 - Nutrien $34,466 Holding883556102 - Thermo Fisher Scientific $5,526 Holding46982L108 - Jacobs Solutions $4,864 Holding90384S303 - Ulta Beauty $3,458 Holding866674104 - Sun Communities $2,843 Holding Largest Purchases this Quarter Nutrien 592,028 shares (about $34.47K)Canadian Natural Resources 635,393 shares (about $19.95K)Restaurant Brands International 207,618 shares (about $13.76K)Thermo Fisher Scientific 13,628 shares (about $5.53K)Jacobs Solutions 37,002 shares (about $4.86K) Largest Sales this Quarter Toronto Dominion Bank 181,184 shares (about $13.31K)Royal Bank Of Canada 47,639 shares (about $6.27K)TC Energy 124,678 shares (about $6.08K)Kroger 56,332 shares (about $4.04K)Oracle 17,737 shares (about $3.88K) 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$73,569$13,314 ▼-15.3%1,001,1398.1%FinanceRYRoyal Bank Of Canada$65,271$6,273 ▼-8.8%495,7087.2%FinanceCNICanadian National Railway$43,419$923 ▲2.2%417,0874.8%TransportationTRPTC Energy$43,293$6,081 ▼-12.3%887,6024.8%EnergyBNSBank of Nova Scotia$42,255$950 ▼-2.2%764,8604.7%FinanceBCEBCE$41,161$873 ▼-2.1%1,857,6874.5%UtilitiesBNBrookfield$36,558$2,185 ▼-5.6%591,2154.0%FinanceNTRNutrien$34,466$34,466 ▲New Holding592,0283.8%Basic MaterialsPBAPembina Pipeline$32,257$3,769 ▲13.2%859,8793.6%EnergyCMCanadian Imperial Bank of Commerce$30,718$654 ▼-2.1%433,1443.4%FinanceTUTELUS$30,687$483 ▼-1.6%1,912,4793.4%UtilitiesQSRRestaurant Brands International$30,682$13,760 ▲81.3%462,9583.4%Retail/WholesaleMFCManulife Financial$29,974$620 ▼-2.0%938,3303.3%FinanceMGAMagna International$27,850$2,421 ▲9.5%721,1073.1%Auto/Tires/TrucksCNQCanadian Natural Resources$23,497$19,952 ▲562.7%748,3022.6%EnergySUSuncor Energy$22,664$474 ▼-2.0%605,5892.5%EnergyBIPBrookfield Infrastructure Partners$19,307$450 ▼-2.3%576,8512.1%FinanceBEPBrookfield Renewable Partners$16,900$470 ▼-2.7%663,4521.9%UtilitiesCSCOCisco Systems$13,341$36 ▼-0.3%192,2831.5%Computer and TechnologyORCLOracle$11,469$3,878 ▼-25.3%52,4601.3%Computer and TechnologyVZVerizon Communications$11,057$110 ▼-1.0%255,5291.2%Computer and TechnologyPFEPfizer$10,025$46 ▼-0.5%413,5581.1%MedicalMSFTMicrosoft$9,349$148 ▼-1.6%18,7951.0%Computer and TechnologyAMTAmerican Tower$8,929$39 ▼-0.4%40,4001.0%FinanceGOOGLAlphabet$8,788$51 ▼-0.6%49,8691.0%Computer and TechnologyFSVFirstService$7,579$525 ▲7.4%43,4700.8%FinanceFRTFederal Realty Investment Trust$7,469$36 ▼-0.5%78,6250.8%FinanceUSBU.S. Bancorp$6,619$119 ▼-1.8%146,2720.7%FinanceBACBank of America$6,592$350 ▼-5.0%139,2970.7%FinanceCIGIColliers International Group$6,026$2,067 ▼-25.5%38,4270.7%FinanceDEODiageo$5,851$48 ▼-0.8%58,0260.6%Consumer StaplesGRANITE REAL ESTATE INVT TR$5,692$547 ▲10.6%112,1440.6%UNITJPMJPMorgan Chase & Co.$5,563$1,516 ▼-21.4%19,1900.6%FinanceTMOThermo Fisher Scientific$5,526$5,526 ▲New Holding13,6280.6%MedicalGIBCGI Group$5,342$158 ▼-2.9%42,4500.6%Computer and TechnologyINGING Group$5,206$219 ▼-4.0%238,0400.6%FinanceWMTWalmart$5,152$31 ▼-0.6%52,6850.6%Retail/WholesaleHDHome Depot$5,090$62 ▼-1.2%13,8830.6%Retail/WholesaleJJacobs Solutions$4,864$4,864 ▲New Holding37,0020.5%Business ServicesDISWalt Disney$4,814$794 ▼-14.2%38,8210.5%Consumer DiscretionaryRMRThe RMR Group$4,7420.0%290,0000.5%FinanceCOSTCostco Wholesale$4,727$82 ▼-1.7%4,7750.5%Retail/WholesaleMSMorgan Stanley$4,562$613 ▼-11.9%32,3860.5%FinanceUNHUnitedHealth Group$4,495$1,898 ▲73.1%14,4080.5%MedicalCNCCentene$4,287$73 ▼-1.7%78,9730.5%MedicalEOGEOG Resources$3,973$70 ▼-1.7%33,2200.4%EnergyCCitigroup$3,767$62 ▼-1.6%44,2600.4%Financial ServicesWELLWelltower$3,636$14 ▼-0.4%23,6500.4%FinanceORANOrange$3,621$699 ▼-16.2%238,8400.4%Computer and TechnologyULTAUlta Beauty$3,458$3,458 ▲New Holding7,3910.4%Retail/WholesaleGLWCorning$3,386$40 ▼-1.2%64,3790.4%Computer and TechnologyGNTXGentex$3,235$24 ▼-0.7%147,0970.4%Auto/Tires/TrucksSHELShell$3,108$52 ▼-1.6%44,1380.3%EnergyGILGildan Activewear$3,101$36 ▼-1.1%62,9740.3%Consumer DiscretionaryTSCOTractor Supply$3,097$35 ▼-1.1%58,6800.3%Retail/WholesaleSANOFI SA$3,062$52 ▼-1.7%63,3920.3%ADRCPTCamden Property Trust$3,009$14 ▼-0.5%26,7050.3%FinanceRCIRogers Communication$2,988$631 ▲26.8%100,8110.3%UtilitiesSUISun Communities$2,843$2,843 ▲New Holding22,4780.3%FinanceTJXTJX Companies$2,820$240 ▼-7.8%22,8350.3%Retail/WholesaleAVBAvalonBay Communities$2,530$8 ▼-0.3%12,4330.3%FinanceEXRExtra Space Storage$2,476$11 ▼-0.4%16,7940.3%FinanceGSKGSK$2,382$158 ▼-6.2%62,0200.3%MedicalTRNOTerreno Realty$2,313$748 ▲47.8%41,2510.3%FinanceKRKroger$2,196$4,041 ▼-64.8%30,6100.2%Retail/WholesaleBROOKFIELD RENEWABLE$2,063$110 ▼-5.1%63,0080.2%CL A EX SUB VTGEQIXEquinix$2,056$10 ▼-0.5%2,5850.2%FinanceVETVermilion Energy$2,031$45 ▼-2.1%278,4650.2%EnergyJNJJohnson & Johnson$2,001$41 ▼-2.0%13,0980.2%MedicalTTETotalEnergies$1,899$31 ▼-1.6%30,9340.2%EnergySPGSimon Property Group$1,691$7 ▼-0.4%10,5190.2%FinanceSAPSAP$1,553$19 ▼-1.2%5,1060.2%Computer and TechnologyBXPBXP$1,433$1,175 ▼-45.1%21,2460.2%FinanceCOLDAmericold Realty Trust$1,285$1,014 ▼-44.1%77,2460.1%FinanceCVECenovus Energy$3230.0%19,8000.0%EnergyBAMBrookfield Asset Management$3190.0%5,7780.0%FinanceBROOKFIELD WEALTH SOLUTIONS$69$20 ▼-22.9%1,1170.0%CL A EXCHANGEABShowing largest 100 holdings. 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