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
426
$224K 0.01%
3,566
-17,016
427
$223K 0.01%
4,812
-56
428
$222K 0.01%
4,736
+33
429
$221K 0.01%
14,121
-14,033
430
$220K 0.01%
923
-322
431
$219K 0.01%
1,722
-47
432
$219K 0.01%
+4,472
433
$217K 0.01%
+9,641
434
$216K 0.01%
+2,193
435
$216K 0.01%
+1,933
436
$216K 0.01%
+9,825
437
$216K 0.01%
5,496
-384
438
$215K 0.01%
+3,737
439
$215K 0.01%
4,134
+10
440
$214K 0.01%
+4,407
441
$214K 0.01%
9,222
-5,593
442
$214K 0.01%
3,410
-137
443
$214K 0.01%
+9,089
444
$213K 0.01%
4,302
-15
445
$213K 0.01%
+6,366
446
$212K 0.01%
+9,244
447
$211K 0.01%
3,592
448
$209K 0.01%
+8,595
449
$208K 0.01%
+4,553
450
$207K 0.01%
2,008
-92
16 17
18
19 20