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
526
$431K 0.01%
7,324
-247
527
$430K 0.01%
16,651
528
$411K 0.01%
2,812
-98
529
$411K 0.01%
2,363
+324
530
$409K 0.01%
4,404
+19
531
$408K 0.01%
12,949
-7,850
532
$405K 0.01%
32,884
-891
533
$405K 0.01%
10,701
-126
534
$404K 0.01%
18,313
+1,782
535
$403K 0.01%
18,549
-5,204
536
$403K 0.01%
12,913
-828
537
$402K 0.01%
10,354
+648
538
$402K 0.01%
11,428
-71
539
$400K 0.01%
10,562
+1,226
540
$399K 0.01%
1,222
-422
541
$397K 0.01%
251,500
+58,600
542
$397K 0.01%
43,667
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543
$397K 0.01%
26,952
+723
544
$396K 0.01%
21,702
545
$396K 0.01%
1,640
-68
546
$395K 0.01%
14,573
+305
547
$394K 0.01%
4,228
+468
548
$394K 0.01%
17,014
549
$394K 0.01%
5,576
+351
550
$394K 0.01%
+11,550
20 21
22
23 24