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
51
-45,209
52
-10,153
53
-12,757
54
-76,085