LC
Lincoln Capital Portfolio holdings
AUM
$520M
This Quarter Return
+4.67%
1 Year Return
+17.84%
3 Year Return
+68.5%
5 Year Return
+125.23%
10 Year Return
+282.41%
AUM
$520M
AUM Growth
+$520M
(+8.5%)
Cap. Flow
+$5.79M
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
55.87%
Holding
123
New
6
Increased
33
Reduced
47
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$2.01M |
| 2 |
Fastenal
FAST
|
$1.22M |
| 3 |
Caterpillar
CAT
|
$905K |
| 4 |
Chubb
CB
|
$719K |
| 5 |
Hagerty
HGTY
|
$526K |
Top Sells
| 1 |
Diageo
DEO
|
$207K |
| 2 |
Costco
COST
|
$197K |
| 3 |
Mastercard
MA
|
$184K |
| 4 |
Amazon
AMZN
|
$174K |
| 5 |
McDonald's
MCD
|
$131K |
Sector Composition
| 1 | Financials | 40.75% |
| 2 | Consumer Staples | 10.28% |
| 3 | Consumer Discretionary | 10.14% |
| 4 | Technology | 9.16% |
| 5 | Communication Services | 8.87% |
