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
276
$472K 0.02%
20,640
+300
277
$467K 0.02%
2,765
+10
278
$466K 0.02%
1,913
-3,124
279
$466K 0.02%
20,670
+250
280
$458K 0.02%
226
-4
281
$457K 0.02%
8,587
+1,731
282
$454K 0.02%
14,943
+1,739
283
$452K 0.02%
7,558
-1,532
284
$452K 0.02%
1,995
-22
285
$449K 0.02%
15,264
+1,845
286
$445K 0.02%
8,388
+1,812
287
$443K 0.02%
13,037
+6,357
288
$439K 0.02%
2,748
+849
289
$438K 0.02%
3,264
-1,244
290
$436K 0.02%
24,891
+6,017
291
$435K 0.02%
3,023
+73
292
$432K 0.02%
4,078
-36
293
$430K 0.02%
+13,058
294
$429K 0.02%
4,709
-340
295
$429K 0.02%
10,938
+2,041
296
$423K 0.02%
13,482
+1,970
297
$423K 0.02%
12,720
-4,044
298
$422K 0.02%
36,777
+771
299
$418K 0.02%
32,728
+2,763
300
$417K 0.02%
5,137
-176
10 11
12
13 14