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
$2.58B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.89M
3
+$9.87M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.56M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$5.52M

Top Sells

1
+$10.7M
2
+$8.27M
3
+$5.31M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$4.41M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$4.36M

Sector Composition

1 Technology 2.57%
2 Consumer Staples 1.88%
3 Financials 1.65%
4 Industrials 1.52%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$377K 0.01%
10,423
377
$373K 0.01%
+6,227
378
$373K 0.01%
13,014
-622
379
$372K 0.01%
2,756
+169
380
$366K 0.01%
3,355
+174
381
$364K 0.01%
+7,387
382
$359K 0.01%
4,648
+393
383
$355K 0.01%
4,331
-98
384
$355K 0.01%
5,166
+106
385
$354K 0.01%
1,356
+2
386
$353K 0.01%
11,493
+2,674
387
$350K 0.01%
4,120
388
$350K 0.01%
9,513
-1,312
389
$347K 0.01%
3,167
+620
390
$345K 0.01%
15,914
+4,561
391
$343K 0.01%
4,117
+1,249
392
$342K 0.01%
13,449
+221
393
$340K 0.01%
29,082
+6,264
394
$337K 0.01%
5,877
-704
395
$335K 0.01%
44,700
-9,000
396
$335K 0.01%
+2,240
397
$335K 0.01%
11,353
+2,115
398
$334K 0.01%
4,175
+159
399
$331K 0.01%
13,176
+1,253
400
$330K 0.01%
13,761
+852
14 15
16
17 18