LCC

Lincoln Capital Corp Portfolio holdings

AUM $278M
1-Year Est. Return 19.52%
This Quarter Est. Return
1 Year Est. Return
+19.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.08M
3
+$1.57M
4
MDLZ icon
Mondelez International
MDLZ
+$1.4M
5
LOW icon
Lowe's Companies
LOW
+$934K

Top Sells

1
+$3.68M
2
+$2.19M
3
+$1.67M
4
KR icon
Kroger
KR
+$1.53M
5
SJM icon
J.M. Smucker
SJM
+$1.39M

Sector Composition

1 Healthcare 21.25%
2 Technology 14.32%
3 Financials 12.43%
4 Industrials 9.49%
5 Energy 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 1.39%
91,473
+540
27
$1.57M 1.34%
10,891
+588
28
$1.57M 1.34%
+18,556
29
$1.54M 1.32%
145,272
+3,786
30
$1.48M 1.27%
35,052
+444
31
$1.4M 1.19%
+32,666
32
$934K 0.8%
+10,049
33
$839K 0.72%
+14,340
34
$788K 0.67%
3,574
-26
35
$784K 0.67%
+40,214
36
$720K 0.61%
22,492
-2,770
37
$560K 0.48%
5,491
38
$522K 0.45%
6,800
39
$395K 0.34%
5,000
-1,890
40
$384K 0.33%
2,000
-20
41
$311K 0.27%
66,910
+30,410
42
$291K 0.25%
7,610
-5,212
43
$251K 0.21%
1,425
-575
44
$246K 0.21%
5,884
-361
45
$231K 0.2%
+7,827
46
$209K 0.18%
+4,900
47
$203K 0.17%
2,428
-215
48
$41K 0.04%
1,000
49
$38K 0.03%
11,000
-10,000
50
$10K 0.01%
+1,000
1
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