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
$4.05B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$9.15M
3
+$8.84M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.98M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.68M

Top Sells

1
+$6.88M
2
+$5.68M
3
+$3.73M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.56M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.68M

Sector Composition

1 Technology 4.22%
2 Consumer Discretionary 2.14%
3 Financials 1.96%
4 Consumer Staples 1.72%
5 Healthcare 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$577K 0.01%
11,606
+249
427
$576K 0.01%
4,096
+738
428
$575K 0.01%
22,342
+2,898
429
$573K 0.01%
14,329
-1,206
430
$567K 0.01%
10,335
-601
431
$566K 0.01%
16,545
-890
432
$564K 0.01%
748
+17
433
$564K 0.01%
8,254
-9,080
434
$561K 0.01%
9,151
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435
$558K 0.01%
5,512
-4,816
436
$551K 0.01%
9,769
+444
437
$550K 0.01%
12,431
+4,911
438
$550K 0.01%
10,089
-150
439
$547K 0.01%
12,939
+1,583
440
$547K 0.01%
1,735
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8,250
-4,038
443
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23,647
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444
$544K 0.01%
3,866
-84
445
$544K 0.01%
10,765
-15
446
$543K 0.01%
1,649
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447
$542K 0.01%
20,419
+234
448
$542K 0.01%
12,025
+4,440
449
$541K 0.01%
385
-4
450
$532K 0.01%
10,825
+1,685
16 17
18
19 20