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
701
$262K 0.01%
4,590
+1,085
702
$262K 0.01%
21,984
703
$261K 0.01%
2,196
+219
704
$261K 0.01%
5,322
705
$261K 0.01%
9,261
+304
706
$261K 0.01%
5,209
+989
707
$260K 0.01%
+1,414
708
$259K 0.01%
1,818
+435
709
$259K 0.01%
2,138
-205
710
$259K 0.01%
10,848
+2,108
711
$259K 0.01%
950
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712
$256K 0.01%
1,667
+294
713
$255K 0.01%
10,780
-380
714
$254K 0.01%
3,608
+4
715
$254K 0.01%
2,610
716
$254K 0.01%
7,912
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717
$254K 0.01%
36,863
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718
$253K 0.01%
5,452
-5,581
719
$253K 0.01%
1,900
+231
720
$253K 0.01%
11,312
-1,716
721
$252K 0.01%
10,500
+1,057
722
$252K 0.01%
3,493
-3,871
723
$251K 0.01%
1,808
+103
724
$250K 0.01%
504
-51
725
$249K 0.01%
914
-105
27 28
29
30 31