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
$3.37B
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$9.69M
3
+$9.61M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.54M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.28M

Top Sells

1
+$23.4M
2
+$4.55M
3
+$4.19M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$3.31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.87M

Sector Composition

1 Technology 4.46%
2 Consumer Discretionary 2.22%
3 Consumer Staples 1.87%
4 Healthcare 1.68%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$364K 0.01%
6,414
-860
452
$364K 0.01%
12,154
+560
453
$364K 0.01%
6,615
-304
454
$362K 0.01%
14,262
-14,851
455
$360K 0.01%
13,795
+100
456
$359K 0.01%
5,894
-150
457
$358K 0.01%
10,917
+116
458
$357K 0.01%
1,688
+185
459
$356K 0.01%
+16,598
460
$353K 0.01%
16,446
-642
461
$352K 0.01%
+6,406
462
$351K 0.01%
12,722
-993
463
$351K 0.01%
15,006
+10
464
$348K 0.01%
4,602
+79
465
$347K 0.01%
12,001
+15
466
$347K 0.01%
12,671
+114
467
$346K 0.01%
10,173
468
$344K 0.01%
+2,505
469
$344K 0.01%
51,552
-5,531
470
$344K 0.01%
4,304
+1
471
$344K 0.01%
9,445
-175
472
$344K 0.01%
1,153
+16
473
$343K 0.01%
21,242
-14,532
474
$342K 0.01%
13,215
-101
475
$341K 0.01%
2,477
+28
17 18
19
20 21