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
$404M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$3.61M
2 +$392K
3 +$389K
4
SBUX icon
Starbucks
SBUX
+$301K
5
QCOM icon
Qualcomm
QCOM
+$229K

Top Sells

1 +$169K
2 +$110K
3 +$102K
4
JNJ icon
Johnson & Johnson
JNJ
+$86.7K
5
BABA icon
Alibaba
BABA
+$86.6K

Sector Composition

1 Financials 34.3%
2 Consumer Discretionary 13.98%
3 Consumer Staples 12.44%
4 Communication Services 10.57%
5 Healthcare 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$221K 0.05%
+3,781
102
$214K 0.05%
+4,480
103
$212K 0.05%
1,459
104
$212K 0.05%
+3,100
105
$206K 0.05%
+9,571
106
$201K 0.05%
+1,162