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%TransportationBCEBCE$44,168$12,161 â–¼-21.6%1,445,7634.3%UtilitiesGIBCGI Group$38,269$6,457 â–²20.3%417,4693.8%Computer and TechnologyQSRRestaurant Brands International$36,777$9,864 â–¼-21.1%357,5083.6%Retail/WholesaleCMCanadian 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%FinanceCNQCanadian 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%UtilitiesNTRNutrien$28,620$10,245 â–¼-26.4%320,3132.8%Basic 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%Auto/Tires/TrucksBEPBrookfield Renewable Partners$20,755$7,395 â–¼-26.3%422,0252.0%UtilitiesFSVFirstService$13,510$469 â–²3.6%66,9931.3%FinanceGOOGLAlphabet$11,875$5 â–²0.0%33,2281.2%Computer and TechnologyUNHUnitedHealth Group$9,389$14 â–²0.2%22,5890.9%MedicalJJacobs Solutions$9,075$2,379 â–²35.5%72,0230.9%Business ServicesVVisa$8,769$804 â–²10.1%25,5600.9%Business ServicesTMOThermo Fisher Scientific$8,416$1,186 â–²16.4%16,7870.8%MedicalUSBU.S. Bancorp$8,401$28 â–²0.3%139,0950.8%FinanceMSFTMicrosoft$8,241$33 â–²0.4%22,0930.8%Computer and TechnologyCSCOCisco Systems$8,142$8,805 â–¼-52.0%69,3200.8%Computer and TechnologyAMTAmerican Tower$7,768$979 â–²14.4%47,4930.8%FinanceDEODiageo$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%FinancePFEPfizer$7,274$2,389 â–¼-24.7%302,0920.7%MedicalINGING 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%FinanceMSMorgan Stanley$5,812$99 â–¼-1.7%27,8050.6%FinanceHDHome Depot$5,600$936 â–²20.1%15,8780.5%Retail/WholesaleBYDGFBoyd Group Services$5,548$1,638 â–²41.9%41,3100.5%Consumer StaplesCCitigroup$5,124$792 â–¼-13.4%36,6130.5%Financial ServicesEOGEOG Resources$5,063$8 â–²0.2%39,0240.5%EnergyCOSTCostco Wholesale$5,000$45 â–²0.9%5,3450.5%Retail/WholesaleDISWalt Disney$4,961$1,554 â–²45.6%51,5400.5%Consumer DiscretionaryWALMART INC$4,889$77 â–¼-1.6%43,1690.5%COMVZVerizon Communications$4,596$3,279 â–¼-41.6%108,5540.5%Computer and TechnologyFRTFederal Realty Investment Trust$4,5530.0%36,8880.4%FinanceGILGildan Activewear$4,330$580 â–²15.5%59,2180.4%Consumer DiscretionaryEQIXEquinix$4,1390.0%3,9710.4%FinanceTRNOTerreno Realty$4,1130.0%63,4990.4%FinanceWELLWelltower$4,0790.0%17,9700.4%FinanceTSCOTractor Supply$4,060$2,282 â–²128.3%128,4300.4%Retail/WholesaleSHELShell$3,951$1,389 â–²54.2%50,9520.4%EnergyGNTXGentex$3,529$4 â–¼-0.1%139,6500.3%Auto/Tires/TrucksRCIRogers Communication$3,420$113 â–¼-3.2%74,1170.3%UtilitiesDSGXThe Descartes Systems Group$3,351$3,351 â–²New Holding34,1140.3%Computer and TechnologySANOFI SA$3,292$56 â–¼-1.7%77,1640.3%ADRTJXTJX Companies$3,210$53 â–¼-1.6%21,1890.3%Retail/WholesaleGSKGSK$3,009$51 â–¼-1.7%57,4000.3%MedicalAMERICAN 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%Computer and TechnologyJNJJohnson & Johnson$2,353$32 â–¼-1.3%9,2630.2%MedicalAVBAvalonBay Communities$2,2070.0%11,6990.2%FinanceEXRExtra Space Storage$1,8060.0%12,4290.2%FinanceMAAMid-America Apartment Communities$1,490$1,490 â–²New Holding10,7220.1%FinanceSPGSimon Property Group$1,462$734 â–¼-33.4%6,5370.1%FinanceBXPBXP$784$18 â–¼-2.3%11,8220.1%FinanceGLWCorning$153$8,567 â–¼-98.2%5990.0%Computer and 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%FinanceShowing largest 100 holdings. 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