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
351
$903K 0.02%
22,753
+1,962
352
$896K 0.02%
21,030
+3,050
353
$893K 0.02%
8,987
+1,159
354
$891K 0.02%
12,749
-1,590
355
$890K 0.02%
11,197
+147
356
$890K 0.02%
16,555
+5,665
357
$890K 0.02%
414
+23
358
$885K 0.02%
34,314
-2,060
359
$884K 0.02%
11,024
+276
360
$884K 0.02%
9,930
+687
361
$882K 0.02%
2,822
+9
362
$880K 0.02%
23,080
+2,161
363
$878K 0.02%
1,847
-165
364
$865K 0.02%
13,939
+326
365
$853K 0.02%
9,964
+1,946
366
$850K 0.02%
7,081
-104
367
$846K 0.02%
29,530
-913
368
$843K 0.02%
5,979
+20
369
$835K 0.02%
12,840
+3,249
370
$834K 0.02%
5,557
+251
371
$831K 0.02%
7,131
-3,213
372
$831K 0.02%
5,456
+747
373
$827K 0.02%
44,351
-91,712
374
$825K 0.02%
3,999
+127
375
$811K 0.02%
+37,385
13 14
15
16 17