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
401
$720K 0.02%
5,683
+2,817
402
$720K 0.02%
33,728
+619
403
$719K 0.02%
32,359
+8,700
404
$717K 0.02%
16,239
+4,036
405
$707K 0.02%
+10,714
406
$707K 0.02%
8,760
-185
407
$705K 0.02%
36,373
-12,007
408
$703K 0.02%
8,538
-78
409
$703K 0.02%
22,518
-4,382
410
$700K 0.02%
10,274
-1,725
411
$697K 0.02%
+5,916
412
$685K 0.02%
16,724
-1,304
413
$682K 0.02%
27,470
+659
414
$679K 0.02%
1,116
+177
415
$679K 0.02%
12,188
+1,840
416
$674K 0.02%
8,204
+343
417
$672K 0.02%
7,387
+1,218
418
$665K 0.02%
16,888
419
$664K 0.02%
15,055
+2,538
420
$662K 0.02%
68,833
421
$660K 0.02%
11,556
+3,592
422
$657K 0.02%
21,598
+1,000
423
$655K 0.02%
39,054
+325
424
$652K 0.02%
16,869
+5,643
425
$652K 0.02%
17,343
15 16
17
18 19