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
$1.94B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$7.04M
3
+$6.96M
4
BND icon
Vanguard Total Bond Market
BND
+$6.45M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$4.62M

Top Sells

1
+$32.1M
2
+$3.56M
3
+$3.37M
4
MSFT icon
Microsoft
MSFT
+$3M
5
INTC icon
Intel
INTC
+$2.99M

Sector Composition

1 Consumer Staples 1.36%
2 Consumer Discretionary 1.12%
3 Financials 1.07%
4 Technology 0.99%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$378K 0.02%
+5,946
227
$372K 0.02%
3,327
-2,323
228
$371K 0.02%
1,980
+549
229
$370K 0.02%
7,710
230
$370K 0.02%
3,083
-11,927
231
$369K 0.02%
31,748
+7,878
232
$367K 0.02%
7,291
+629
233
$366K 0.02%
+4,372
234
$365K 0.02%
8,408
-1,162
235
$359K 0.02%
20,803
+1,565
236
$358K 0.02%
4,502
-203
237
$357K 0.02%
2,713
-8,572
238
$354K 0.02%
+4,586
239
$353K 0.02%
+6,332
240
$345K 0.02%
+3,034
241
$332K 0.02%
4,313
242
$332K 0.02%
2,288
+400
243
$331K 0.02%
7,404
-44,692
244
$325K 0.02%
+4,050
245
$324K 0.02%
9,550
+2,200
246
$322K 0.02%
+1,357
247
$319K 0.02%
4,383
-27,358
248
$317K 0.02%
5,871
-493
249
$313K 0.02%
+9,760
250
$311K 0.02%
+4,543
8 9
10
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