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
826
$135K ﹤0.01%
41,404
+6,256
827
$133K ﹤0.01%
11,348
-1,282
828
$133K ﹤0.01%
10,051
-79
829
$131K ﹤0.01%
12,163
+199
830
$131K ﹤0.01%
+52,635
831
$124K ﹤0.01%
24,171
-3,084
832
$123K ﹤0.01%
17,352
+86
833
$120K ﹤0.01%
1,729
-320
834
$116K ﹤0.01%
3,062
835
$109K ﹤0.01%
10,401
-187
836
$104K ﹤0.01%
+11,107
837
$90K ﹤0.01%
19,514
+546
838
$88K ﹤0.01%
14,008
+138
839
$84K ﹤0.01%
1,521
840
$74K ﹤0.01%
10,494
-2,239
841
$71K ﹤0.01%
25,524
-631
842
$67K ﹤0.01%
+10,093
843
$66K ﹤0.01%
490
844
$64K ﹤0.01%
12,225
-1,428
845
$63K ﹤0.01%
8
846
$46K ﹤0.01%
+10,000
847
$45K ﹤0.01%
11,633
+225
848
$43K ﹤0.01%
2,449
+53
849
$43K ﹤0.01%
15,668
850
$42K ﹤0.01%
12,300
-300
32 33
34
35 36