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
176
$2.51M 0.06%
92,834
-927
177
$2.51M 0.06%
48,563
+20,397
178
$2.51M 0.06%
33,287
+5,162
179
$2.48M 0.06%
76,922
+25,570
180
$2.48M 0.06%
88,502
+17,361
181
$2.48M 0.06%
49,470
-12,527
182
$2.48M 0.06%
40,801
+7,397
183
$2.46M 0.06%
25,442
-2,609
184
$2.45M 0.06%
58,674
-1,573
185
$2.44M 0.06%
25,611
+117
186
$2.42M 0.06%
37,402
+15,060
187
$2.41M 0.06%
26,020
-1,561
188
$2.38M 0.06%
138,194
-45,596
189
$2.37M 0.06%
17,094
-10,829
190
$2.37M 0.06%
53,081
-984
191
$2.35M 0.06%
17,191
-7,106
192
$2.31M 0.05%
57,312
+5,051
193
$2.29M 0.05%
11,038
+371
194
$2.29M 0.05%
19,484
+626
195
$2.29M 0.05%
7,646
-706
196
$2.27M 0.05%
7,653
-213
197
$2.26M 0.05%
145,561
-6,143
198
$2.21M 0.05%
23,431
-2,563
199
$2.2M 0.05%
22,267
+2,096
200
$2.17M 0.05%
20,194
-4,376
6 7
8
9 10