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
$5.69B
AUM Growth
+$733M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,146
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.1M
3
+$7.56M
4
AAPL icon
Apple
AAPL
+$7.44M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.43M

Top Sells

1
+$12.2M
2
+$5.98M
3
+$5.02M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$4.79M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.35M

Sector Composition

1 Technology 6.16%
2 Financials 2.59%
3 Healthcare 2.27%
4 Consumer Discretionary 1.91%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.26M 0.06%
71,666
+850
202
$3.26M 0.06%
6
-1
203
$3.23M 0.06%
53,176
+8,109
204
$3.2M 0.06%
27,804
+6,393
205
$3.19M 0.06%
24,402
-939
206
$3.12M 0.05%
33,210
+968
207
$3.06M 0.05%
9,063
+1,358
208
$3.05M 0.05%
29,265
+14,559
209
$3.02M 0.05%
20,517
-4,316
210
$3.02M 0.05%
56,970
-51,358
211
$3.02M 0.05%
35,556
+8,900
212
$3.01M 0.05%
69,646
+3,708
213
$3.01M 0.05%
7,792
-141
214
$3M 0.05%
58,038
-33,119
215
$3M 0.05%
8,536
+2,323
216
$2.96M 0.05%
37,476
+12,894
217
$2.96M 0.05%
23,359
+713
218
$2.94M 0.05%
13,641
-279
219
$2.92M 0.05%
173,945
-5,651
220
$2.92M 0.05%
+110,097
221
$2.91M 0.05%
101,728
+5,423
222
$2.88M 0.05%
84,665
-1,862
223
$2.88M 0.05%
18,566
+949
224
$2.87M 0.05%
208,247
+11,279
225
$2.87M 0.05%
36,785
-4,666
7 8
9
10 11