LNC
Lincoln National Corp Portfolio holdings
AUM
$3.3B
1-Year Return
10.22%
This Quarter Return
-0.26%
1 Year Return
+10.22%
3 Year Return
+39.94%
5 Year Return
+58.44%
10 Year Return
+104.63%
AUM
$2.72B
AUM Growth
-$573M
(-17%)
Cap. Flow
-$546M
Cap. Flow
% of AUM
-20.11%
Top 10 Holdings %
Top 10 Hldgs %
64.97%
Holding
675
New
39
Increased
47
Reduced
391
Closed
191
Top Buys
| 1 |
Vanguard Mega Cap Value ETF
MGV
|
+$23.6M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
+$22.2M |
| 3 |
Vanguard Total Bond Market
BND
|
+$15M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$9.53M |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
+$6.6M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$50.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$23.6M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$21M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$16.5M |
| 5 |
Procter & Gamble
PG
|
+$13.8M |
Sector Composition
| 1 | Technology | 1.43% |
| 2 | Financials | 1.28% |
| 3 | Consumer Discretionary | 1.24% |
| 4 | Industrials | 1.09% |
| 5 | Consumer Staples | 0.97% |
