Lincluden Management Ltd Top Holdings and 13F Report (2023) About Lincluden Management LtdInvestment ActivityLincluden Management Ltd has $1.02 million in total holdings as of December 31, 2022.Lincluden Management Ltd owns shares of 68 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.79% of the portfolio was purchased this quarter.About 28.73% of the portfolio was sold this quarter.This quarter, Lincluden Management Ltd has purchased 70 new stocks and bought additional shares in 23 stocks.Lincluden Management Ltd sold shares of 35 stocks and completely divested from 4 stocks this quarter.Largest Holdings Royal Bank Of Canada $93,832Toronto Dominion Bank $90,855TC Energy $56,913Bank of Nova Scotia $56,559Canadian National Railway $54,856 Largest New Holdings this Quarter 249906108 - The Descartes Systems Group $3,351 Holding59522J103 - Mid-America Apartment Communities $1,490 Holding Largest Purchases this Quarter CGI Group 70,443 shares (about $6.46K)The Descartes Systems Group 34,114 shares (about $3.35K)Jacobs Solutions 18,878 shares (about $2.38K)Tractor Supply 72,186 shares (about $2.28K)Boyd Group Services 12,197 shares (about $1.64K) Largest Sales this Quarter Toronto Dominion Bank 163,556 shares (about $28.20K)Royal Bank Of Canada 87,771 shares (about $25.78K)TC Energy 161,784 shares (about $15.19K)Brookfield 247,835 shares (about $15.00K)Bank of Nova Scotia 118,625 shares (about $14.62K) 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 PortfolioSectorRYRoyal Bank Of Canada$93,832$25,777 â–¼-21.6%319,5039.2%FinanceTDToronto Dominion Bank$90,855$28,204 â–¼-23.7%526,8778.9%FinanceTRPTC Energy$56,913$15,195 â–¼-21.1%605,9775.6%EnergyBNSBank of Nova Scotia$56,559$14,623 â–¼-20.5%458,8265.6%FinanceCNICanadian National Railway$54,856$13,566 â–¼-19.8%324,1105.4%IndustrialsBCEBCE$44,168$12,161 â–¼-21.6%1,445,7634.3%Communication ServicesGIBCGI Group$38,269$6,457 â–²20.3%417,4693.8%TechnologyQSRRestaurant Brands International$36,777$9,864 â–¼-21.1%357,5083.6%Consumer DiscretionaryCMCanadian Imperial Bank of Commerce$35,953$11,982 â–¼-25.0%220,1393.5%FinanceBIPBrookfield Infrastructure Partners$34,327$1,320 â–²4.0%662,6863.4%UtilitiesCNQCanadian Natural Resources$31,309$7,809 â–¼-20.0%557,8953.1%EnergySUSuncor Energy$31,188$7,965 â–¼-20.3%408,7593.1%EnergyTUTELUS$29,273$2,276 â–¼-7.2%1,951,5232.9%Communication ServicesNTRNutrien$28,620$10,245 â–¼-26.4%320,3132.8%MaterialsMFCManulife Financial$27,558$12,061 â–¼-30.4%479,1032.7%FinanceBNBrookfield$26,611$14,997 â–¼-36.0%439,7742.6%FinanceMGAMagna International$24,837$11,816 â–¼-32.2%266,3202.4%Consumer DiscretionaryBEPBrookfield Renewable Partners$20,755$7,395 â–¼-26.3%422,0252.0%UtilitiesFSVFirstService$13,510$469 â–²3.6%66,9931.3%Real EstateGOOGLAlphabet$11,875$5 â–²0.0%33,2281.2%Communication ServicesUNHUnitedHealth Group$9,389$14 â–²0.2%22,5890.9%HealthcareJJacobs Solutions$9,075$2,379 â–²35.5%72,0230.9%IndustrialsVVisa$8,769$804 â–²10.1%25,5600.9%FinanceTMOThermo Fisher Scientific$8,416$1,186 â–²16.4%16,7870.8%HealthcareUSBU.S. Bancorp$8,401$28 â–²0.3%139,0950.8%FinanceMSFTMicrosoft$8,241$33 â–²0.4%22,0930.8%TechnologyCSCOCisco Systems$8,142$8,805 â–¼-52.0%69,3200.8%TechnologyAMTAmerican Tower$7,768$979 â–²14.4%47,4930.8%Real EstateDEODiageo$7,713$1,528 â–¼-16.5%95,9510.8%Consumer StaplesBACBank of America$7,615$46 â–²0.6%133,6460.7%FinanceCIGIColliers International Group$7,289$286 â–²4.1%54,7650.7%Real EstatePFEPfizer$7,274$2,389 â–¼-24.7%302,0920.7%HealthcareINGING Group$6,573$280 â–¼-4.1%209,4570.6%FinanceJPMJPMorgan Chase & Co.$6,125$85 â–²1.4%18,7110.6%FinanceRMRThe RMR Group$5,9540.0%290,0000.6%Real EstateMSMorgan Stanley$5,812$99 â–¼-1.7%27,8050.6%FinanceHDHome Depot$5,600$936 â–²20.1%15,8780.5%Consumer DiscretionaryBYDGFBoyd Group Services$5,548$1,638 â–²41.9%41,3100.5%IndustrialsCCitigroup$5,124$792 â–¼-13.4%36,6130.5%FinanceEOGEOG Resources$5,063$8 â–²0.2%39,0240.5%EnergyCOSTCostco Wholesale$5,000$45 â–²0.9%5,3450.5%Consumer StaplesDISWalt Disney$4,961$1,554 â–²45.6%51,5400.5%Communication ServicesWALMART INC$4,889$77 â–¼-1.6%43,1690.5%COMVZVerizon Communications$4,596$3,279 â–¼-41.6%108,5540.5%Communication ServicesFRTFederal Realty Investment Trust$4,5530.0%36,8880.4%Real EstateGILGildan Activewear$4,330$580 â–²15.5%59,2180.4%Consumer DiscretionaryEQIXEquinix$4,1390.0%3,9710.4%Real EstateTRNOTerreno Realty$4,1130.0%63,4990.4%Real EstateWELLWelltower$4,0790.0%17,9700.4%Real EstateTSCOTractor Supply$4,060$2,282 â–²128.3%128,4300.4%Consumer DiscretionarySHELShell$3,951$1,389 â–²54.2%50,9520.4%EnergyGNTXGentex$3,529$4 â–¼-0.1%139,6500.3%Consumer DiscretionaryRCIRogers Communication$3,420$113 â–¼-3.2%74,1170.3%Communication ServicesDSGXThe Descartes Systems Group$3,351$3,351 â–²New Holding34,1140.3%TechnologySANOFI SA$3,292$56 â–¼-1.7%77,1640.3%ADRTJXTJX Companies$3,210$53 â–¼-1.6%21,1890.3%Consumer DiscretionaryGSKGSK$3,009$51 â–¼-1.7%57,4000.3%HealthcareAMERICAN HEALTHCARE REIT INC$2,858$1,030 â–²56.4%54,7970.3%COMBAMBrookfield Asset Management$2,747$1,712 â–¼-38.4%43,1790.3%FinanceSAPSAP$2,367$2,230 â–¼-48.5%15,3620.2%TechnologyJNJJohnson & Johnson$2,353$32 â–¼-1.3%9,2630.2%HealthcareAVBAvalonBay Communities$2,2070.0%11,6990.2%Real EstateEXRExtra Space Storage$1,8060.0%12,4290.2%Real EstateMAAMid-America Apartment Communities$1,490$1,490 â–²New Holding10,7220.1%Real EstateSPGSimon Property Group$1,462$734 â–¼-33.4%6,5370.1%Real EstateBXPBXP$784$18 â–¼-2.3%11,8220.1%Real EstateGLWCorning$153$8,567 â–¼-98.2%5990.0%TechnologyBROOKFIELD RENEWABLE CORP$660.0%1,2570.0%CL A EX SUB VTGPBAPembina Pipeline$0$45,435 â–¼-100.0%00.0%EnergyGRANITE REAL ESTATE INVT TR$0$6,247 â–¼-100.0%00.0%TR UNIT NEWTTETotalEnergies$0$2,680 â–¼-100.0%00.0%EnergySUISun Communities$0$1,573 â–¼-100.0%00.0%Real EstateShowing largest 100 holdings. 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