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
376
$808K 0.02%
2,097
+163
377
$800K 0.02%
16,749
+2,994
378
$796K 0.02%
5,848
+707
379
$782K 0.02%
22,804
380
$781K 0.02%
1,187
+5
381
$780K 0.02%
+33,548
382
$780K 0.02%
4,632
-1,523
383
$780K 0.02%
28,060
-8,409
384
$778K 0.02%
27,411
+4,908
385
$776K 0.02%
+26,320
386
$771K 0.02%
2,681
+178
387
$765K 0.02%
4,524
+382
388
$760K 0.02%
3,505
-394
389
$757K 0.02%
13,622
-764
390
$757K 0.02%
75,869
+6,617
391
$757K 0.02%
+56,391
392
$756K 0.02%
18,059
+133
393
$754K 0.02%
14,613
-1,344
394
$754K 0.02%
6,415
-1,832
395
$752K 0.02%
15,039
396
$749K 0.02%
25,240
-451
397
$748K 0.02%
26,110
+3,974
398
$739K 0.02%
8,236
-704
399
$733K 0.02%
23,099
+712
400
$730K 0.02%
17,631
+303
14 15
16
17 18