LNC

Lincoln National Corp Portfolio holdings

AUM $3.3B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$967M
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$11.1M
3
+$4.08M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$3.34M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.15M

Top Sells

1
+$868K
2
+$826K
3
+$412K
4
CAT icon
Caterpillar
CAT
+$210K
5
BBT
Beacon Financial Corp
BBT
+$205K

Sector Composition

1 Consumer Staples 2.1%
2 Technology 0.93%
3 Healthcare 0.78%
4 Industrials 0.77%
5 Energy 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.32M 0.55%
41,721
+4,957
27
$4.31M 0.45%
74,287
+4,883
28
$3.71M 0.38%
32,173
+3,904
29
$3.2M 0.33%
105,246
+5,970
30
$2.71M 0.28%
26,863
+3,354
31
$2.64M 0.27%
92,420
+26,325
32
$2.48M 0.26%
23,680
+1,057
33
$2.41M 0.25%
12,235
+2,476
34
$2.23M 0.23%
26,011
+491
35
$2.19M 0.23%
16,794
+2,714
36
$2.13M 0.22%
17,939
+2,492
37
$2.02M 0.21%
16,030
+1,643
38
$2.02M 0.21%
62,746
+77
39
$1.86M 0.19%
36,598
+4,466
40
$1.81M 0.19%
16,592
+6,713
41
$1.66M 0.17%
53,667
+1,645
42
$1.61M 0.17%
19,876
+105
43
$1.54M 0.16%
37,060
+3,784
44
$1.51M 0.16%
14,732
+2,255
45
$1.47M 0.15%
35,336
+2,832
46
$1.45M 0.15%
22,649
+2,659
47
$1.45M 0.15%
27,584
+3,471
48
$1.43M 0.15%
14,069
+3,892
49
$1.42M 0.15%
19,558
+743
50
$1.4M 0.14%
20,483
+11,740
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