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
351
$298K 0.01%
4,534
-306
352
$296K 0.01%
4,826
+51
353
$295K 0.01%
1,343
+31
354
$295K 0.01%
171
-60
355
$294K 0.01%
6,153
-382
356
$291K 0.01%
+9,705
357
$288K 0.01%
9,716
+51
358
$284K 0.01%
4,237
-115
359
$282K 0.01%
2,146
+41
360
$282K 0.01%
2,961
+225
361
$278K 0.01%
+2,286
362
$277K 0.01%
+3,512
363
$277K 0.01%
4,690
+1,444
364
$274K 0.01%
3,010
+351
365
$273K 0.01%
4,594
-2,943
366
$272K 0.01%
+2,605
367
$271K 0.01%
6,766
-115
368
$271K 0.01%
2,551
-5,240
369
$270K 0.01%
5,395
+1,325
370
$268K 0.01%
+12,118
371
$267K 0.01%
12,155
-105
372
$267K 0.01%
11,524
+144
373
$267K 0.01%
428
-2
374
$265K 0.01%
4,441
-400
375
$265K 0.01%
2,810
-323
13 14
15
16 17