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
$1.42B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$5.36M
3
+$4.89M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.37M
5
GLD icon
SPDR Gold Trust
GLD
+$3.28M

Top Sells

1
+$10.9M
2
+$3.41M
3
+$1.94M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.89M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.46M

Sector Composition

1 Consumer Staples 2.14%
2 Technology 1.46%
3 Healthcare 1.22%
4 Consumer Discretionary 1.21%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.63M 0.19%
92,464
+9,388
52
$2.56M 0.18%
99,565
+63,724
53
$2.55M 0.18%
42,179
+1,521
54
$2.55M 0.18%
52,783
+7,468
55
$2.44M 0.17%
19,398
+441
56
$2.29M 0.16%
42,254
-2,647
57
$2.23M 0.16%
29,626
+265
58
$2.11M 0.15%
20,571
+1,700
59
$2.06M 0.14%
36,040
-59,665
60
$2.03M 0.14%
17,713
-2,012
61
$2.03M 0.14%
9,160
+1,436
62
$1.99M 0.14%
7,565
+2,712
63
$1.96M 0.14%
28,090
+1,601
64
$1.92M 0.14%
19,327
+1,033
65
$1.87M 0.13%
28,085
+6,078
66
$1.83M 0.13%
28,169
+2,668
67
$1.7M 0.12%
28,859
+1,239
68
$1.7M 0.12%
+20,611
69
$1.68M 0.12%
20,939
+1,620
70
$1.63M 0.11%
76,557
+10,481
71
$1.6M 0.11%
75,969
+10,235
72
$1.59M 0.11%
+19,308
73
$1.59M 0.11%
70,139
+2,021
74
$1.57M 0.11%
22,631
+2,362
75
$1.54M 0.11%
12,110
+2,931
1 2
3
4 5