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
$2.18B
AUM Growth
-$770M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$15.1M
3
+$9.46M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$7.64M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.59M

Top Sells

1
+$614M
2
+$8.54M
3
+$4.06M
4
CSML
IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
+$3.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.93M

Sector Composition

1 Consumer Staples 2.99%
2 Technology 1.6%
3 Financials 1.55%
4 Industrials 1.18%
5 Healthcare 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$476K 0.02%
7,900
-265
277
$475K 0.02%
3,198
+502
278
$474K 0.02%
10,148
+5,079
279
$473K 0.02%
9,597
+4,067
280
$473K 0.02%
8,434
+980
281
$472K 0.02%
7,710
282
$470K 0.02%
5,677
-2,131
283
$463K 0.02%
2,951
+76
284
$462K 0.02%
3,256
+56
285
$458K 0.02%
3,207
286
$455K 0.02%
2,834
-1,186
287
$451K 0.02%
6,746
-133
288
$449K 0.02%
7,108
289
$448K 0.02%
5,983
-724
290
$440K 0.02%
15,300
-1,378
291
$433K 0.02%
13,013
292
$432K 0.02%
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293
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10,141
-1,437
294
$414K 0.02%
48,896
-9,442
295
$411K 0.02%
18,934
+2,416
296
$407K 0.02%
+8,272
297
$404K 0.02%
+65,600
298
$397K 0.02%
32,570
-1,351
299
$395K 0.02%
4,228
-156
300
$393K 0.02%
10,436
-10,456
10 11
12
13 14