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
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$6.96M
2 +$6.87M
3 +$5.9M
4
CSX icon
CSX Corp
CSX
+$4.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.92M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 23.72%
2 Technology 16.09%
3 Industrials 14.93%
4 Financials 10.4%
5 Energy 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$73K 0.07%
+23,000