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
451
$206K 0.01%
3,042
-992
452
$205K 0.01%
+843
453
$205K 0.01%
+2,868
454
$205K 0.01%
+6,838
455
$201K 0.01%
21,636
+8,003
456
$200K 0.01%
+5,600
457
$193K 0.01%
+10,868
458
$190K 0.01%
+10,034
459
$187K 0.01%
12,817
+19
460
$184K 0.01%
19,791
+228
461
$178K 0.01%
+10,114
462
$167K 0.01%
4,179
-396
463
$166K 0.01%
12,695
-115
464
$140K 0.01%
10,252
-981
465
$134K ﹤0.01%
+11,225
466
$118K ﹤0.01%
11,640
-2,424
467
$115K ﹤0.01%
+1,100
468
$101K ﹤0.01%
129,461
+99,461
469
$97K ﹤0.01%
15,190
470
$85K ﹤0.01%
11,359
471
$84K ﹤0.01%
16,363
-2,831
472
$80K ﹤0.01%
1,181
-232
473
$75K ﹤0.01%
+11,200
474
$71K ﹤0.01%
+10,000
475
$60K ﹤0.01%
6,053
+400
17 18
19
20 21