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
326
$336K 0.02%
5,751
-16,679
327
$335K 0.02%
11,214
328
$333K 0.02%
5,820
+23
329
$333K 0.02%
+13,097
330
$331K 0.02%
4,396
+13
331
$331K 0.02%
7,833
+51
332
$326K 0.02%
+32,610
333
$324K 0.01%
11,461
-1,316
334
$323K 0.01%
13,651
+322
335
$320K 0.01%
+8,386
336
$319K 0.01%
9,365
-1,717
337
$318K 0.01%
13,581
+139
338
$316K 0.01%
19,224
-3,507
339
$314K 0.01%
20,406
-680
340
$314K 0.01%
3,736
+268
341
$310K 0.01%
3,393
-2,629
342
$309K 0.01%
3,353
-188
343
$306K 0.01%
31,586
+6,446
344
$305K 0.01%
1,908
+54
345
$304K 0.01%
2,967
-1,018
346
$304K 0.01%
7,805
+418
347
$304K 0.01%
4,085
348
$302K 0.01%
39,565
+7,023
349
$301K 0.01%
14,820
-920
350
$301K 0.01%
6,954
-709
12 13
14
15 16