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
451
$600K 0.01%
20,516
+765
452
$600K 0.01%
7,289
+2
453
$598K 0.01%
18,210
+559
454
$597K 0.01%
23,686
455
$597K 0.01%
9,973
456
$593K 0.01%
9,002
-2,899
457
$590K 0.01%
8,426
+1,038
458
$590K 0.01%
16,824
+49
459
$586K 0.01%
4,678
-4,532
460
$580K 0.01%
4,470
-94
461
$572K 0.01%
10,476
+3,304
462
$572K 0.01%
15,142
-1,629
463
$568K 0.01%
6,711
+1,094
464
$565K 0.01%
19,412
+8,840
465
$559K 0.01%
6,838
+991
466
$555K 0.01%
1,741
+483
467
$554K 0.01%
22,794
-2,307
468
$553K 0.01%
11,355
+94
469
$545K 0.01%
9,527
+307
470
$545K 0.01%
26,636
-2,271
471
$541K 0.01%
+201,758
472
$531K 0.01%
9,797
+67
473
$530K 0.01%
15,007
474
$527K 0.01%
18,878
-3,548
475
$522K 0.01%
4,747
+831
17 18
19
20 21