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
$1.35B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$10.8M
3
+$4.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$3.99M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.12M

Top Sells

1
+$1.76M
2
+$1.56M
3
+$1.24M
4
EPD icon
Enterprise Products Partners
EPD
+$1.21M
5
KMB icon
Kimberly-Clark
KMB
+$727K

Sector Composition

1 Consumer Staples 1.83%
2 Healthcare 1%
3 Technology 0.99%
4 Financials 0.88%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.15M 0.46%
56,630
+16,635
27
$6.04M 0.45%
58,242
+489
28
$5.26M 0.39%
94,797
+8,883
29
$4.39M 0.33%
39,236
+9,762
30
$3.66M 0.27%
27,061
+553
31
$3.6M 0.27%
28,836
+1,177
32
$3.17M 0.23%
96,156
-2,608
33
$3.12M 0.23%
103,905
-3,425
34
$3.01M 0.22%
37,582
-712
35
$2.88M 0.21%
28,761
+724
36
$2.6M 0.19%
100,056
-13,202
37
$2.45M 0.18%
42,133
+7,774
38
$2.31M 0.17%
69,111
+50,899
39
$2.25M 0.17%
23,692
+476
40
$2.18M 0.16%
77,928
+25,192
41
$2.18M 0.16%
46,458
+2,383
42
$2.13M 0.16%
18,445
+3,969
43
$2.11M 0.16%
20,847
+882
44
$2.06M 0.15%
22,200
-4,407
45
$2.05M 0.15%
29,615
+7,154
46
$1.99M 0.15%
41,968
+723
47
$1.95M 0.14%
66,905
+4,663
48
$1.95M 0.14%
9,095
+17
49
$1.92M 0.14%
27,751
-2,456
50
$1.91M 0.14%
17,307
+859
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2
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