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
551
$393K 0.01%
9,417
-3,630
552
$393K 0.01%
2,992
-674
553
$392K 0.01%
8,274
+36
554
$391K 0.01%
12,651
555
$391K 0.01%
16,400
+1,865
556
$390K 0.01%
14,217
-77,431
557
$388K 0.01%
7,064
-381
558
$386K 0.01%
5,202
-136
559
$384K 0.01%
2,830
-1,473
560
$382K 0.01%
1,355
+17
561
$381K 0.01%
7,906
+128
562
$381K 0.01%
1,260
+132
563
$380K 0.01%
9,965
+70
564
$377K 0.01%
13,024
+927
565
$376K 0.01%
24,670
+3,263
566
$375K 0.01%
16,466
-1,704
567
$374K 0.01%
12,417
+2,767
568
$374K 0.01%
7,819
+21
569
$373K 0.01%
8,201
570
$373K 0.01%
17,604
-21,515
571
$371K 0.01%
6,984
-904
572
$371K 0.01%
5,773
-1,613
573
$371K 0.01%
+12,402
574
$367K 0.01%
4,727
-785
575
$364K 0.01%
13,659
21 22
23
24 25