LNC

Lincoln National Corp Portfolio holdings

AUM $3.51B
1-Year Est. Return 9.46%
This Quarter Est. Return
1 Year Est. Return
+9.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.27B
AUM Growth
-$568M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$9.97M
3
+$5.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.47M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.11M

Top Sells

1
+$11.4M
2
+$10.3M
3
+$8.34M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.74M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.35M

Sector Composition

1 Technology 4.78%
2 Healthcare 2.34%
3 Financials 2.21%
4 Consumer Staples 2.07%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.55M 0.04%
69,903
+14,207
252
$1.55M 0.04%
39,493
-4,559
253
$1.53M 0.04%
9,131
-1,230
254
$1.52M 0.04%
+45,778
255
$1.51M 0.04%
18,874
+1,932
256
$1.5M 0.04%
16,719
-2,042
257
$1.49M 0.03%
61,077
-15,378
258
$1.49M 0.03%
+28,591
259
$1.47M 0.03%
30,068
+23,618
260
$1.47M 0.03%
41,882
+2,234
261
$1.46M 0.03%
22,943
+531
262
$1.46M 0.03%
19,309
+1,382
263
$1.44M 0.03%
99,152
-10,048
264
$1.43M 0.03%
14,238
+1,162
265
$1.43M 0.03%
35,803
+686
266
$1.42M 0.03%
5,250
+189
267
$1.41M 0.03%
27,020
+7,114
268
$1.41M 0.03%
50,547
+26,844
269
$1.41M 0.03%
+47,167
270
$1.41M 0.03%
10,229
+581
271
$1.4M 0.03%
29,514
+345
272
$1.4M 0.03%
40,771
+27,083
273
$1.4M 0.03%
7,105
+476
274
$1.39M 0.03%
28,893
+421
275
$1.39M 0.03%
16,902
+157
9 10
11
12 13