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
126
$3.71M 0.09%
76,753
-1,259
127
$3.71M 0.09%
29,159
-1,232
128
$3.59M 0.08%
118,440
-6,518
129
$3.5M 0.08%
36,427
+2,549
130
$3.49M 0.08%
19,536
+786
131
$3.49M 0.08%
118,361
+9,591
132
$3.49M 0.08%
166,682
-70,727
133
$3.49M 0.08%
15,594
-1,904
134
$3.47M 0.08%
123,557
+5,461
135
$3.44M 0.08%
34,246
-2,513
136
$3.41M 0.08%
78,959
-2,459
137
$3.4M 0.08%
120,071
-43,543
138
$3.37M 0.08%
123,413
+85,621
139
$3.34M 0.08%
47,534
-5,197
140
$3.3M 0.08%
46,253
+1,706
141
$3.13M 0.07%
62,139
-31,114
142
$3.1M 0.07%
38,412
-11,301
143
$3.09M 0.07%
165,114
+82,675
144
$3.07M 0.07%
75,051
+22,448
145
$3.06M 0.07%
75,414
-1,011
146
$2.98M 0.07%
38,498
+4,182
147
$2.97M 0.07%
5,462
+56
148
$2.96M 0.07%
29,188
-1,314
149
$2.95M 0.07%
73,333
-5,872
150
$2.94M 0.07%
36,612
4 5
6
7 8