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
$726M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$3.84M
3
+$3.72M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.81M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.74M

Top Sells

1
+$1.66M
2
+$1.58M
3
+$586K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$419K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$412K

Sector Composition

1 Consumer Staples 2.36%
2 Technology 1.06%
3 Industrials 0.91%
4 Healthcare 0.86%
5 Energy 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.75M 0.52%
69,404
-7,620
27
$3.17M 0.44%
28,269
+3,064
28
$2.95M 0.41%
99,276
+2,168
29
$2.3M 0.32%
23,509
+751
30
$2.22M 0.31%
22,623
+1,725
31
$1.88M 0.26%
62,669
+24,885
32
$1.84M 0.25%
9,759
+7,698
33
$1.82M 0.25%
66,095
-295
34
$1.8M 0.25%
15,447
-191
35
$1.78M 0.25%
14,387
+1,033
36
$1.78M 0.25%
25,520
+140
37
$1.67M 0.23%
14,080
+961
38
$1.63M 0.22%
32,132
+1,490
39
$1.51M 0.21%
19,771
+1,023
40
$1.39M 0.19%
32,504
+1,760
41
$1.36M 0.19%
33,276
+1,744
42
$1.34M 0.19%
52,022
+3,481
43
$1.27M 0.17%
18,815
+1,007
44
$1.26M 0.17%
12,477
+506
45
$1.24M 0.17%
11,732
+318
46
$1.23M 0.17%
38,258
+2,830
47
$1.2M 0.17%
24,113
+1,375
48
$1.17M 0.16%
11,910
-2,999
49
$1.15M 0.16%
7,047
+981
50
$1.13M 0.16%
12,809
+551
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