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
$183M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$977K
3
+$661K
4
DHR icon
Danaher
DHR
+$575K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$481K

Top Sells

1
+$1.45M
2
+$1.09M
3
+$439K
4
ENOV icon
Enovis
ENOV
+$420K
5
PG icon
Procter & Gamble
PG
+$375K

Sector Composition

1 Financials 31.86%
2 Consumer Staples 16.57%
3 Consumer Discretionary 14.21%
4 Healthcare 12.06%
5 Communication Services 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,915
77
– –
-4,319
78
– –
-6,799
1 2 3
4