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
$186M
AUM Growth
-$9.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$2.27M
2 +$1.34M
3 +$836K
4
DG icon
Dollar General
DG
+$619K
5
UNH icon
UnitedHealth
UNH
+$484K

Sector Composition

1 Technology 17.09%
2 Healthcare 8.31%
3 Financials 5.75%
4 Communication Services 5.36%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,660
77
-6,500
78
-1,432
79
-1,766
80
-3,413
81
-10,000