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
101
$468K 0.05%
2,703
+240
102
$468K 0.05%
+21,985
103
$466K 0.05%
+10,936
104
$401K 0.04%
5,407
+8
105
$401K 0.04%
+10,167
106
$394K 0.04%
4,750
+1,000
107
$388K 0.04%
2,518
+291
108
$380K 0.04%
+2
109
$373K 0.04%
3,706
-8,204
110
$371K 0.04%
4,498
+81
111
$344K 0.04%
7,943
+645
112
$343K 0.04%
+3,607
113
$343K 0.04%
8,171
+917
114
$330K 0.03%
11,720
+4,052
115
$327K 0.03%
7,716
+1,564
116
$322K 0.03%
3,258
+1
117
$314K 0.03%
9,502
+1,700
118
$314K 0.03%
12,543
+1,233
119
$313K 0.03%
7,708
+596
120
$307K 0.03%
13,098
+203
121
$303K 0.03%
3,822
+566
122
$300K 0.03%
11,630
+2,143
123
$286K 0.03%
3,336
+150
124
$286K 0.03%
8,447
+243
125
$286K 0.03%
2,772
+202
2 3 4
5
6