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
426
$649K 0.02%
11,792
+7,483
427
$646K 0.02%
20,502
-808
428
$640K 0.02%
21,690
-3,575
429
$639K 0.02%
4,099
-138
430
$637K 0.01%
+36,249
431
$633K 0.01%
7,696
-58
432
$631K 0.01%
17,479
+193
433
$628K 0.01%
2,557
+116
434
$624K 0.01%
32,093
+808
435
$624K 0.01%
2,681
+109
436
$623K 0.01%
12,983
+784
437
$623K 0.01%
5,915
+1,017
438
$620K 0.01%
19,830
+2,702
439
$618K 0.01%
13,208
-3,664
440
$617K 0.01%
18,590
-1,879
441
$617K 0.01%
15,795
442
$613K 0.01%
9,914
+2,072
443
$611K 0.01%
1,984
-418
444
$610K 0.01%
23,350
+1,950
445
$610K 0.01%
14,074
+2,541
446
$607K 0.01%
16,209
+1,055
447
$605K 0.01%
29,393
+2,311
448
$605K 0.01%
2,461
+196
449
$602K 0.01%
28,579
+12,050
450
$601K 0.01%
4,904
+8
16 17
18
19 20