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
$2.71B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$6.11M
3
+$4.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.82M

Top Sells

1
+$9.81M
2
+$5.3M
3
+$3.57M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.7M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$2.49M

Sector Composition

1 Technology 2.74%
2 Financials 1.8%
3 Consumer Staples 1.65%
4 Industrials 1.59%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$384K 0.01%
4,503
+328
402
$383K 0.01%
4,816
+1,360
403
$382K 0.01%
10,423
404
$382K 0.01%
13,626
405
$378K 0.01%
4,765
+117
406
$376K 0.01%
8,219
-966
407
$375K 0.01%
5,080
-86
408
$372K 0.01%
1,872
+386
409
$369K 0.01%
1,386
+30
410
$367K 0.01%
+5,723
411
$365K 0.01%
14,030
412
$362K 0.01%
17,441
+2,627
413
$362K 0.01%
+17,383
414
$362K 0.01%
+6,207
415
$362K 0.01%
17,040
+7,270
416
$359K 0.01%
2,468
-109
417
$357K 0.01%
14,937
+1,176
418
$356K 0.01%
+7,016
419
$354K 0.01%
+14,230
420
$351K 0.01%
7,681
+1,878
421
$347K 0.01%
4,424
422
$347K 0.01%
13,671
-16,910
423
$347K 0.01%
4,753
+1,023
424
$346K 0.01%
29,238
+156
425
$341K 0.01%
2,295
+55
15 16
17
18 19