LC

Lincoln Capital Portfolio holdings

AUM $520M
1-Year Est. Return 17.84%
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$7.67M
2 +$7.6M
3 +$7.59M
4
KMI icon
Kinder Morgan
KMI
+$6.4M
5
UPS icon
United Parcel Service
UPS
+$6.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 28.96%
2 Consumer Staples 24.79%
3 Healthcare 10.07%
4 Industrials 9.16%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.67M 6.65%
+11,234
2
$7.6M 6.59%
+50,627
3
$7.59M 6.58%
+66,562
4
$6.4M 5.55%
+151,216
5
$6.39M 5.54%
+57,452
6
$6.26M 5.43%
+148,339
7
$6.11M 5.29%
+64,824
8
$5.2M 4.5%
+126,662
9
$4.7M 4.07%
+54,494
10
$4.55M 3.94%
+112,330
11
$4.48M 3.88%
+12,536
12
$4.33M 3.75%
+48,772
13
$3.67M 3.18%
+35,106
14
$3.62M 3.14%
+38,655
15
$3.52M 3.05%
+86,857
16
$2.85M 2.47%
+34,989
17
$2.72M 2.36%
+20,054
18
$2.46M 2.14%
+53,051
19
$2.21M 1.91%
+83,549
20
$1.94M 1.68%
+18,300
21
$1.76M 1.53%
+12,447
22
$1.59M 1.38%
+17,069
23
$1.49M 1.29%
+20,585
24
$1.42M 1.23%
+15,334
25
$1.32M 1.14%
+46,059