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
401
$235K 0.01%
4,005
-296
402
$234K 0.01%
3,748
-621
403
$234K 0.01%
2,531
-30
404
$232K 0.01%
+2,607
405
$231K 0.01%
2,528
+193
406
$231K 0.01%
+8,264
407
$231K 0.01%
4,397
+219
408
$231K 0.01%
6,577
-173
409
$231K 0.01%
4,054
-198
410
$230K 0.01%
3,457
-111
411
$230K 0.01%
+7,344
412
$228K 0.01%
+1,201
413
$228K 0.01%
2,972
+106
414
$228K 0.01%
8,406
415
$227K 0.01%
4,274
+668
416
$227K 0.01%
4,676
-1,502
417
$226K 0.01%
18,990
+3,808
418
$226K 0.01%
7,684
-3,173
419
$225K 0.01%
14,384
-16,779
420
$225K 0.01%
6,621
+19
421
$224K 0.01%
2,566
+111
422
$223K 0.01%
50,768
+19,068
423
$222K 0.01%
+2,959
424
$221K 0.01%
10,662
-1,341
425
$221K 0.01%
12,123
+168
15 16
17
18 19