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
$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
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
76
$796K 0.08%
21,261
+1,114
77
$773K 0.08%
11,654
+997
78
$742K 0.08%
16,586
+771
79
$737K 0.08%
+34,876
80
$718K 0.07%
16,450
+8,538
81
$717K 0.07%
5,634
+353
82
$702K 0.07%
14,351
+195
83
$673K 0.07%
+30,053
84
$673K 0.07%
+30,721
85
$671K 0.07%
7,646
+397
86
$663K 0.07%
4,790
87
$658K 0.07%
7,558
+606
88
$610K 0.06%
5,221
-29
89
$610K 0.06%
+22,780
90
$610K 0.06%
+11,499
91
$608K 0.06%
+21,978
92
$608K 0.06%
+26,542
93
$598K 0.06%
+21,652
94
$598K 0.06%
+21,794
95
$598K 0.06%
+22,223
96
$592K 0.06%
+16,633
97
$581K 0.06%
7,179
+4,136
98
$530K 0.05%
+6,043
99
$527K 0.05%
+8,068
100
$493K 0.05%
10,783
+360
2 3
4
5 6