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
376
$283K 0.01%
4,144
-97
377
$282K 0.01%
3,304
+387
378
$280K 0.01%
+9,813
379
$278K 0.01%
+4,635
380
$277K 0.01%
+4,786
381
$276K 0.01%
7,708
-2,608
382
$276K 0.01%
13,341
+2,420
383
$275K 0.01%
+11,243
384
$274K 0.01%
7,587
+358
385
$273K 0.01%
7,502
+397
386
$273K 0.01%
3,946
+37
387
$273K 0.01%
9,285
+1,589
388
$272K 0.01%
4,544
-6,813
389
$270K 0.01%
2,007
-20
390
$268K 0.01%
+10,325
391
$267K 0.01%
8,382
392
$266K 0.01%
1,304
-485
393
$265K 0.01%
20,265
+185
394
$264K 0.01%
+10,154
395
$261K 0.01%
2,665
-469
396
$261K 0.01%
5,339
-85
397
$259K 0.01%
5,346
+591
398
$258K 0.01%
3,088
+605
399
$256K 0.01%
12,039
-2,214
400
$255K 0.01%
3,643
-374
14 15
16
17 18