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
76
$1.53M 0.11%
12,150
-1,561
77
$1.52M 0.11%
19,492
+10,951
78
$1.47M 0.1%
51,115
+40,135
79
$1.47M 0.1%
88,859
+6,167
80
$1.43M 0.1%
+31,787
81
$1.4M 0.1%
13,979
-14,187
82
$1.38M 0.1%
29,751
-2,406
83
$1.36M 0.1%
19,110
-2,409
84
$1.36M 0.1%
+26,928
85
$1.34M 0.09%
14,936
+928
86
$1.33M 0.09%
98,902
+18,488
87
$1.33M 0.09%
9,910
+581
88
$1.31M 0.09%
11,810
+1,479
89
$1.3M 0.09%
34,000
+22,780
90
$1.28M 0.09%
46,821
-4,581
91
$1.26M 0.09%
23,794
+4,964
92
$1.26M 0.09%
+10,356
93
$1.24M 0.09%
15,735
+690
94
$1.2M 0.08%
+48,811
95
$1.18M 0.08%
14,586
+47
96
$1.13M 0.08%
13,369
+2,763
97
$1.13M 0.08%
51,197
-7,233
98
$1.12M 0.08%
18,835
+7,287
99
$1.11M 0.08%
41,917
-8,399
100
$1.09M 0.08%
7,714
+665
2 3
4
5 6