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
$347M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$842K
2 +$715K
3 +$234K
4
IBM icon
IBM
IBM
+$233K
5
PM icon
Philip Morris
PM
+$231K

Top Sells

1 +$658K
2 +$550K
3 +$462K
4
TSLA icon
Tesla
TSLA
+$342K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$334K

Sector Composition

1 Financials 37.92%
2 Consumer Discretionary 12.76%
3 Consumer Staples 12.39%
4 Healthcare 9.69%
5 Technology 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$67.2K 0.02%
+30,000
102
-7,922
103
-1,290