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
301
$221K 0.01%
+9,376
302
$216K 0.01%
+6,696
303
$216K 0.01%
2,608
-693
304
$213K 0.01%
4,520
+11
305
$212K 0.01%
1,558
-56
306
$209K 0.01%
+5,947
307
$208K 0.01%
+4,452
308
$208K 0.01%
+2,497
309
$205K 0.01%
+5,014
310
$205K 0.01%
+1,763
311
$205K 0.01%
+2,050
312
$204K 0.01%
+5,921
313
$203K 0.01%
+5,742
314
$203K 0.01%
+1,474
315
$202K 0.01%
+4,382
316
$202K 0.01%
+3,231
317
$200K 0.01%
+2,369
318
$191K 0.01%
+14,266
319
$183K 0.01%
4,020
+49
320
$177K 0.01%
11,918
+475
321
$171K 0.01%
14,743
+1,131
322
$158K 0.01%
10,619
-537
323
$143K 0.01%
14,488
+4,281
324
$138K 0.01%
+15,555
325
$136K 0.01%
+10,178
11 12
13
14 15