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
$2.71B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$6.11M
3
+$4.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.82M

Top Sells

1
+$9.81M
2
+$5.3M
3
+$3.57M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.7M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$2.49M

Sector Composition

1 Technology 2.74%
2 Financials 1.8%
3 Consumer Staples 1.65%
4 Industrials 1.59%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.66M 0.25%
58,871
-11,231
52
$6.54M 0.24%
28,208
+3,470
53
$6.28M 0.23%
41,498
+1,090
54
$6.17M 0.23%
22,650
+3,880
55
$6.16M 0.23%
235,469
+122
56
$6.04M 0.22%
211,479
+39,473
57
$5.69M 0.21%
48,378
+5,447
58
$5.68M 0.21%
16,125
+1,407
59
$5.56M 0.21%
136,086
+2,444
60
$5.3M 0.2%
75,046
+890
61
$5.18M 0.19%
31,176
+5,126
62
$5.16M 0.19%
30,814
+1,689
63
$5.07M 0.19%
36,483
+951
64
$4.7M 0.17%
82,743
+33,634
65
$4.67M 0.17%
39,374
+14,104
66
$4.62M 0.17%
40,480
+25,328
67
$4.59M 0.17%
+40,847
68
$4.43M 0.16%
47,006
+1,378
69
$4.42M 0.16%
72,394
+2,112
70
$4.29M 0.16%
24,959
+3,427
71
$4.28M 0.16%
35,897
-22,648
72
$4.16M 0.15%
50,077
-1,101
73
$4.13M 0.15%
19,211
+3,394
74
$4.05M 0.15%
66,420
+16,960
75
$3.97M 0.15%
29,110
-250
1 2
3
4 5