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
651
$302K 0.01%
20,628
+6,129
652
$302K 0.01%
1,887
-45
653
$301K 0.01%
5,706
+1,010
654
$301K 0.01%
9,352
655
$300K 0.01%
630
+140
656
$299K 0.01%
231
+14
657
$297K 0.01%
6,210
+47
658
$295K 0.01%
+10,381
659
$294K 0.01%
4,242
+1,567
660
$294K 0.01%
6,441
-5,933
661
$294K 0.01%
7,658
-3,750
662
$293K 0.01%
11,231
+3,439
663
$293K 0.01%
4,792
-9,301
664
$292K 0.01%
38,467
-2,212
665
$292K 0.01%
2,122
-1,400
666
$291K 0.01%
4,381
+913
667
$291K 0.01%
+11,324
668
$291K 0.01%
2,746
-4,353
669
$290K 0.01%
5,506
+209
670
$289K 0.01%
14,245
-8
671
$289K 0.01%
5,436
+68
672
$289K 0.01%
4,905
-3,984
673
$288K 0.01%
14,696
-987
674
$288K 0.01%
6,535
+2,682
675
$286K 0.01%
3,573
-37
25 26
27
28 29