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
601
$341K 0.01%
6,688
+205
602
$341K 0.01%
11,890
+650
603
$340K 0.01%
16,632
+6,278
604
$340K 0.01%
+5,934
605
$340K 0.01%
14,542
606
$339K 0.01%
3,696
+81
607
$339K 0.01%
14,337
-8
608
$339K 0.01%
13,692
609
$337K 0.01%
866
+1
610
$335K 0.01%
1,470
-336
611
$334K 0.01%
20,232
-1,232
612
$333K 0.01%
+14,238
613
$333K 0.01%
5,275
+323
614
$332K 0.01%
2,615
+7
615
$331K 0.01%
+9,506
616
$331K 0.01%
12,210
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617
$329K 0.01%
6,766
-1,689
618
$329K 0.01%
1,571
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619
$328K 0.01%
9,206
-411
620
$328K 0.01%
25,915
+680
621
$327K 0.01%
17,264
+363
622
$327K 0.01%
5,968
623
$326K 0.01%
5,467
-532
624
$325K 0.01%
1,354
+75
625
$325K 0.01%
2,734
+373
23 24
25
26 27