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
$5.06B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.22M
3
+$7.65M
4
SIXJ icon
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
SIXJ
+$5.67M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$5.56M

Top Sells

1
+$19.4M
2
+$12.5M
3
+$7.75M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.69M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.78M

Sector Composition

1 Technology 6.08%
2 Healthcare 2.54%
3 Financials 2.4%
4 Consumer Discretionary 1.92%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.65M 0.03%
52,865
302
$1.63M 0.03%
11,013
+313
303
$1.61M 0.03%
18,215
+1,044
304
$1.61M 0.03%
3,508
+43
305
$1.6M 0.03%
27,818
-3,647
306
$1.6M 0.03%
16,936
-832
307
$1.6M 0.03%
12,227
-1,894
308
$1.59M 0.03%
18,112
-4,996
309
$1.58M 0.03%
36,905
-285
310
$1.55M 0.03%
67,664
+37,047
311
$1.52M 0.03%
6,715
-333
312
$1.52M 0.03%
12,479
-646
313
$1.51M 0.03%
13,407
+1,001
314
$1.5M 0.03%
600
+67
315
$1.49M 0.03%
26,496
+18,413
316
$1.48M 0.03%
32,624
+18,266
317
$1.47M 0.03%
30,854
+2,988
318
$1.46M 0.03%
63,408
+212
319
$1.46M 0.03%
41,267
+4,881
320
$1.45M 0.03%
43,317
+2,504
321
$1.45M 0.03%
22,122
+3,878
322
$1.45M 0.03%
56,330
+18,772
323
$1.45M 0.03%
3,253
+756
324
$1.43M 0.03%
8,240
+153
325
$1.42M 0.03%
39,071
11 12
13
14 15