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
$967M
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$11.1M
3
+$4.08M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$3.34M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.15M

Top Sells

1
+$868K
2
+$826K
3
+$412K
4
CAT icon
Caterpillar
CAT
+$210K
5
BBT
Beacon Financial Corp
BBT
+$205K

Sector Composition

1 Consumer Staples 2.1%
2 Technology 0.93%
3 Healthcare 0.78%
4 Industrials 0.77%
5 Energy 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.14%
41,129
+2,871
52
$1.32M 0.14%
12,388
+656
53
$1.3M 0.13%
55,892
+7,424
54
$1.28M 0.13%
14,369
+1,541
55
$1.25M 0.13%
13,639
+830
56
$1.19M 0.12%
11,594
+5,154
57
$1.19M 0.12%
44,387
+4,565
58
$1.12M 0.12%
6,963
-84
59
$1.09M 0.11%
+18,846
60
$1.06M 0.11%
42,731
+3,790
61
$1.05M 0.11%
18,261
+2,384
62
$993K 0.1%
23,067
+3,386
63
$989K 0.1%
32,776
+14,064
64
$981K 0.1%
14,788
+798
65
$952K 0.1%
15,191
+825
66
$929K 0.1%
14,919
+2,273
67
$919K 0.1%
10,897
+211
68
$915K 0.09%
21,551
+1,001
69
$897K 0.09%
+25,110
70
$843K 0.09%
6,738
+1,751
71
$842K 0.09%
12,092
+585
72
$839K 0.09%
11,733
-2,314
73
$820K 0.08%
11,144
+586
74
$814K 0.08%
+32,692
75
$799K 0.08%
9,948
+1,536
1 2
3
4 5