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
576
$362K 0.01%
315
+20
577
$358K 0.01%
8,332
-1,071
578
$358K 0.01%
5,657
-845
579
$357K 0.01%
4,853
-1,113
580
$357K 0.01%
4,754
-5,017
581
$356K 0.01%
+18,450
582
$356K 0.01%
9,984
+241
583
$354K 0.01%
1,293
+372
584
$354K 0.01%
42,194
+1,142
585
$354K 0.01%
896
+146
586
$353K 0.01%
17,035
+6,088
587
$352K 0.01%
+16,905
588
$351K 0.01%
1,811
+118
589
$351K 0.01%
3,870
-583
590
$349K 0.01%
1,753
-1,187
591
$348K 0.01%
6,758
+12
592
$348K 0.01%
5,486
593
$347K 0.01%
4,713
-56
594
$347K 0.01%
5,915
+31
595
$345K 0.01%
3,426
-21
596
$345K 0.01%
1,546
+521
597
$344K 0.01%
6,807
-1,796
598
$344K 0.01%
+1,741
599
$344K 0.01%
3,181
-205
600
$341K 0.01%
6,166
-62
22 23
24
25 26