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
326
$358K 0.01%
1,622
+25
327
$357K 0.01%
4,184
-840
328
$354K 0.01%
15,853
+110
329
$353K 0.01%
8,789
+326
330
$351K 0.01%
4,313
331
$351K 0.01%
3,673
-881
332
$350K 0.01%
3,629
+724
333
$349K 0.01%
2,857
+32
334
$348K 0.01%
10,160
-647
335
$348K 0.01%
4,178
-4,465
336
$347K 0.01%
4,184
+3
337
$346K 0.01%
+14,073
338
$346K 0.01%
10,849
+3,221
339
$345K 0.01%
7,806
-339
340
$344K 0.01%
6,783
-160
341
$342K 0.01%
6,773
-1,872
342
$336K 0.01%
9,938
+250
343
$336K 0.01%
3,198
+4
344
$334K 0.01%
6,643
-423
345
$333K 0.01%
2,038
+129
346
$332K 0.01%
7,852
+56
347
$326K 0.01%
+3,207
348
$326K 0.01%
13,436
-173
349
$323K 0.01%
10,896
-77
350
$323K 0.01%
+13,313
12 13
14
15 16