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
$2.73B
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$11.2M
3
+$8.18M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.9M

Top Sells

1
+$9.34M
2
+$7.56M
3
+$2.57M
4
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$2.37M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$1.62M

Sector Composition

1 Technology 1.26%
2 Financials 1.21%
3 Industrials 1.05%
4 Consumer Staples 1.02%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$632K 0.02%
20,601
+897
227
$629K 0.02%
19,772
+554
228
$627K 0.02%
9,007
+218
229
$622K 0.02%
19,564
-2,561
230
$617K 0.02%
13,754
-216
231
$612K 0.02%
3,281
+439
232
$610K 0.02%
5,367
-80
233
$608K 0.02%
10,502
+4,902
234
$604K 0.02%
+26,701
235
$597K 0.02%
+12,134
236
$595K 0.02%
4,402
+713
237
$593K 0.02%
2,610
-244
238
$593K 0.02%
7,346
-677
239
$586K 0.02%
7,722
-1,022
240
$586K 0.02%
20,356
-89,248
241
$573K 0.02%
14,939
242
$568K 0.02%
7,124
+1,610
243
$563K 0.02%
4,064
-144
244
$562K 0.02%
21,117
+200
245
$562K 0.02%
3,700
+584
246
$556K 0.02%
6,864
-3,666
247
$554K 0.02%
12,882
+2,344
248
$551K 0.02%
10,185
+3,044
249
$550K 0.02%
3,027
-12
250
$546K 0.02%
13,257
+3,856
8 9
10
11 12