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
$117M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$638K
3
+$385K
4
MDT icon
Medtronic
MDT
+$273K
5
ENOV icon
Enovis
ENOV
+$186K

Top Sells

1
+$2.09M
2
+$55.6K
3
+$27.2K
4
MCD icon
McDonald's
MCD
+$19.2K
5
CB
CHUBB CORPORATION
CB
+$10.2K

Sector Composition

1 Financials 29.54%
2 Consumer Staples 22.16%
3 Healthcare 10.04%
4 Industrials 8.88%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$245K 0.21%
6,000
52
$232K 0.2%
2,295
53
$212K 0.18%
3,720
54
$209K 0.18%
4,778
-120
55
$205K 0.18%
3,769
56
$201K 0.17%
1,308
57
$17K 0.01%
4,200
1 2
3