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
426
$221K 0.01%
5,511
-32
427
$219K 0.01%
7,229
-286
428
$219K 0.01%
+5,904
429
$215K 0.01%
3,106
430
– –
0
431
$213K 0.01%
4,668
-101
432
$213K 0.01%
+10,417
433
$212K 0.01%
+6,796
434
$212K 0.01%
12,015
-548
435
– –
0
436
$208K 0.01%
2,022
+7
437
$206K 0.01%
769
+185
438
$206K 0.01%
+2,972
439
$206K 0.01%
+4,882
440
$205K 0.01%
+5,734
441
$204K 0.01%
+2,212
442
$203K 0.01%
1,906
-73
443
$203K 0.01%
+12,663
444
$201K 0.01%
4,784
-148
445
$201K 0.01%
+13,516
446
$200K 0.01%
4,496
+424
447
$175K 0.01%
+8,443
448
$172K 0.01%
15,634
449
$168K 0.01%
+11,110
450
$160K 0.01%
+12,143
16 17
18
19 20