LNC

Lincoln National Corp Portfolio holdings

AUM $3.3B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.69B
AUM Growth
+$733M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,146
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.1M
3
+$7.56M
4
AAPL icon
Apple
AAPL
+$7.44M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.43M

Top Sells

1
+$12.2M
2
+$5.98M
3
+$5.02M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$4.79M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$4.35M

Sector Composition

1 Technology 6.16%
2 Financials 2.59%
3 Healthcare 2.27%
4 Consumer Discretionary 1.91%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.4M 0.31%
197,050
+17,584
52
$17.4M 0.31%
160,497
+53,249
53
$17.2M 0.3%
158,361
+68,510
54
$17M 0.3%
615,850
-7,280
55
$16.8M 0.3%
101,810
+3,670
56
$16.8M 0.3%
168,099
+4,777
57
$16.7M 0.29%
301,810
+120,185
58
$16.5M 0.29%
147,987
+10,032
59
$15.9M 0.28%
471,316
+8,392
60
$15.4M 0.27%
605,484
-74,811
61
$15.3M 0.27%
513,371
+95,468
62
$15M 0.26%
22,719
-134
63
$13.4M 0.24%
66,681
+686
64
$13.1M 0.23%
400,282
+14,557
65
$13M 0.23%
82,674
+14,009
66
$12.8M 0.22%
49,151
+697
67
$12.4M 0.22%
80,314
+3,354
68
$12.4M 0.22%
82,986
+3,457
69
$12.2M 0.21%
57,087
+6,556
70
$11.9M 0.21%
76,239
-17,716
71
$11.9M 0.21%
47,789
-1,169
72
$11.7M 0.21%
514,342
+102,611
73
$11.4M 0.2%
32,286
-309
74
$11.4M 0.2%
422,987
+91,272
75
$11.1M 0.19%
31,930
+276
1 2
3
4 5