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
276
$256K 0.01%
+3,104
277
$256K 0.01%
3,951
-282
278
$256K 0.01%
1,677
+183
279
$253K 0.01%
5,037
-985
280
$253K 0.01%
+3,401
281
$251K 0.01%
5,348
-296
282
$250K 0.01%
6,000
283
$249K 0.01%
+2,284
284
$241K 0.01%
+4,206
285
$239K 0.01%
8,468
+68
286
$237K 0.01%
+4,693
287
$237K 0.01%
+995
288
$235K 0.01%
3,492
+18
289
$235K 0.01%
8,136
-2,076
290
$234K 0.01%
+4,509
291
$234K 0.01%
7,380
+56
292
$233K 0.01%
+2,016
293
$233K 0.01%
1,721
+2
294
$231K 0.01%
9,636
+1,108
295
$231K 0.01%
+15,415
296
$231K 0.01%
7,684
297
$229K 0.01%
+4,943
298
$227K 0.01%
5,635
-280
299
$226K 0.01%
+12,150
300
$223K 0.01%
+3,720
10 11
12
13 14