LC

Lincoln Capital Portfolio holdings

AUM $534M
1-Year Est. Return 14.75%
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$7.67M
2 +$7.6M
3 +$7.59M
4
KMI icon
Kinder Morgan
KMI
+$6.4M
5
UPS icon
United Parcel Service
UPS
+$6.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 28.96%
2 Consumer Staples 24.79%
3 Healthcare 10.07%
4 Industrials 9.16%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$220K 0.19%
+4,898
52
$214K 0.19%
+3,720
53
$207K 0.18%
+3,769
54
$201K 0.17%
+1,308
55
$9K 0.01%
+4,200