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
$224M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$970K
2 +$413K
3 +$245K
4
MAR icon
Marriott International
MAR
+$193K
5
HD icon
Home Depot
HD
+$136K

Top Sells

1 +$1.37M
2 +$612K
3 +$295K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$235K
5
PM icon
Philip Morris
PM
+$202K

Sector Composition

1 Financials 30.61%
2 Consumer Staples 15.96%
3 Consumer Discretionary 15.49%
4 Healthcare 11.75%
5 Communication Services 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$221K 0.1%
4,465
77
$221K 0.1%
1,326
+12
78
-2,576