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
626
$325K 0.01%
4,275
+7
627
$324K 0.01%
8,327
+2,160
628
$324K 0.01%
5,085
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$324K 0.01%
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630
$318K 0.01%
8,235
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631
$316K 0.01%
9,391
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632
$316K 0.01%
18,653
-500
633
$316K 0.01%
8,228
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634
$315K 0.01%
180
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635
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1,823
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636
$313K 0.01%
3,560
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637
$312K 0.01%
2,990
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638
$312K 0.01%
17,187
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639
$311K 0.01%
10,500
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640
$308K 0.01%
5,561
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641
$308K 0.01%
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642
$308K 0.01%
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643
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39,030
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644
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10,962
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645
$304K 0.01%
1,280
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646
$304K 0.01%
+14,122
647
$304K 0.01%
2,683
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648
$303K 0.01%
+6,479
649
$302K 0.01%
6,600
-304
650
$302K 0.01%
27,642
-833
24 25
26
27 28