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
351
$322K 0.01%
646
-71
352
$320K 0.01%
+13,224
353
$314K 0.01%
13,192
+4,660
354
$313K 0.01%
+11,429
355
$304K 0.01%
5,564
+58
356
$304K 0.01%
+9,300
357
$302K 0.01%
5,530
+451
358
$301K 0.01%
4,994
-169
359
$300K 0.01%
4,686
-195
360
$299K 0.01%
4,118
-205
361
$297K 0.01%
10,453
+500
362
$296K 0.01%
5,861
-80
363
$296K 0.01%
4,570
-333
364
$296K 0.01%
7,211
+439
365
$296K 0.01%
13,770
-15,414
366
$295K 0.01%
9,965
-252
367
$295K 0.01%
6,511
-165
368
$293K 0.01%
9,396
-1,287
369
$292K 0.01%
+3,833
370
$290K 0.01%
+2,501
371
$290K 0.01%
22,708
-984
372
$287K 0.01%
7,339
+4
373
$285K 0.01%
1,221
-90
374
$284K 0.01%
7,618
-28
375
$283K 0.01%
6,956
+1,168
13 14
15
16 17