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
376
$265K 0.01%
12,106
377
$262K 0.01%
+4,120
378
$262K 0.01%
4,844
+24
379
$261K 0.01%
10,600
+146
380
$260K 0.01%
7,351
+9
381
$259K 0.01%
14,762
-732
382
$259K 0.01%
5,337
+865
383
$258K 0.01%
1,308
+2
384
$256K 0.01%
2,141
-15
385
$253K 0.01%
+10,778
386
$250K 0.01%
+24,153
387
$248K 0.01%
3,959
-175
388
$248K 0.01%
6,926
-153
389
$246K 0.01%
+4,333
390
$246K 0.01%
873
+46
391
$246K 0.01%
9,169
+500
392
$243K 0.01%
1,885
+11
393
$242K 0.01%
4,062
+77
394
$242K 0.01%
11,297
+2,776
395
$240K 0.01%
612
-91
396
$239K 0.01%
2,484
+706
397
$239K 0.01%
1,343
398
$238K 0.01%
9,375
+187
399
$236K 0.01%
9,290
+370
400
$236K 0.01%
6,525
-30
14 15
16
17 18