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
301
$1.23M 0.03%
3
302
$1.23M 0.03%
+24,654
303
$1.22M 0.03%
13,007
+344
304
$1.22M 0.03%
52,764
+9,085
305
$1.22M 0.03%
14,523
+889
306
$1.21M 0.03%
40,731
+5,020
307
$1.2M 0.03%
17,154
+1,055
308
$1.2M 0.03%
4,328
+446
309
$1.19M 0.03%
6,505
-20
310
$1.18M 0.03%
8,709
+9
311
$1.18M 0.03%
19,471
+2,919
312
$1.18M 0.03%
10,315
+1,955
313
$1.17M 0.03%
39,714
-56,785
314
$1.16M 0.03%
32,532
+3,088
315
$1.16M 0.03%
13,900
+2,296
316
$1.16M 0.03%
40,920
+1,460
317
$1.16M 0.03%
31,370
+9,262
318
$1.15M 0.03%
12,186
+747
319
$1.15M 0.03%
102,944
+157
320
$1.15M 0.03%
12,557
+1,406
321
$1.14M 0.03%
38,880
+3,693
322
$1.13M 0.03%
5,668
+421
323
$1.13M 0.03%
5,009
+410
324
$1.13M 0.03%
+35,392
325
$1.12M 0.03%
12,217
+3,950
11 12
13
14 15