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
$111M
AUM Growth
+$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$4.82M
2 +$2.72M
3 +$2.28M
4
CFG icon
Citizens Financial Group
CFG
+$1.32M
5
VZ icon
Verizon
VZ
+$1.05M

Top Sells

1 +$4.92M
2 +$3.79M
3 +$3.45M
4
ORCL icon
Oracle
ORCL
+$2.37M
5
PNC icon
PNC Financial Services
PNC
+$1.87M

Sector Composition

1 Technology 15.84%
2 Financials 12.98%
3 Healthcare 12.44%
4 Consumer Discretionary 8.02%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,211
52
-27,291
53
-55,391
54
-11,934