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
301
$411K 0.02%
10,773
302
$410K 0.02%
16,332
+55
303
$408K 0.01%
10,951
+111
304
$407K 0.01%
2,689
+7
305
$404K 0.01%
10,455
+522
306
$401K 0.01%
22,659
+642
307
$399K 0.01%
6,147
-63
308
$398K 0.01%
5,749
+1,320
309
$396K 0.01%
7,052
-412
310
$393K 0.01%
6,168
311
$392K 0.01%
3,196
+13
312
$391K 0.01%
7,766
+537
313
$390K 0.01%
6,327
+764
314
$388K 0.01%
30,973
-362
315
$388K 0.01%
3,349
316
$387K 0.01%
5,136
+2,357
317
$380K 0.01%
21,543
-3,010
318
$379K 0.01%
10,857
+1,957
319
$372K 0.01%
5,033
+20
320
$364K 0.01%
5,131
-732
321
$364K 0.01%
5,223
+205
322
$364K 0.01%
5,655
-551
323
$359K 0.01%
3,373
-682
324
$358K 0.01%
32,376
-5,275
325
$358K 0.01%
+6,168
11 12
13
14 15