LCC
Lincoln Capital Corp Portfolio holdings
AUM
$260M
This Quarter Return
+2.74%
1 Year Return
+16.09%
3 Year Return
+66.45%
5 Year Return
+107.33%
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.31%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$6.96M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$6.87M |
| 3 |
GE Aerospace
GE
|
$5.9M |
| 4 |
CSX Corp
CSX
|
$4.6M |
| 5 |
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% |