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
401
$252K 0.01%
2,026
+16
402
$252K 0.01%
3,760
-243
403
$249K 0.01%
808
+88
404
$249K 0.01%
25,721
+6,296
405
$249K 0.01%
8,406
+1
406
$247K 0.01%
430
+2
407
$244K 0.01%
2,126
-6,315
408
$242K 0.01%
6,848
+1,322
409
$242K 0.01%
1,834
410
$241K 0.01%
10,473
-251
411
$239K 0.01%
5,486
+360
412
$239K 0.01%
5,043
-2,024
413
$238K 0.01%
+12,880
414
$238K 0.01%
+3,573
415
$236K 0.01%
+12,270
416
$233K 0.01%
+12,556
417
$233K 0.01%
2,060
418
$232K 0.01%
9,545
-653
419
$232K 0.01%
8,034
-2,972
420
$230K 0.01%
15,549
+1,653
421
$230K 0.01%
+2,854
422
$228K 0.01%
+2,073
423
$227K 0.01%
3,222
-248
424
$225K 0.01%
2,780
425
$224K 0.01%
+12,500
15 16
17
18 19