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
$113M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Sells

1 +$3.08M
2 +$2.49M
3 +$1.84M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$1.77M
5
MSFT icon
Microsoft
MSFT
+$1.26M

Sector Composition

1 Healthcare 26.54%
2 Technology 15.97%
3 Industrials 12.24%
4 Financials 9.73%
5 Energy 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,000
52
-1,432
53
-2,850
54
-14,056
55
-34,278
56
-14,462
57
-50,376