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
$1.28B
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$3.8M
3
+$1.75M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.7M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.53M

Top Sells

1
+$20.8M
2
+$15.3M
3
+$6.54M
4
BND icon
Vanguard Total Bond Market
BND
+$5.48M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.08M

Sector Composition

1 Consumer Staples 2.02%
2 Healthcare 1.21%
3 Technology 1.2%
4 Industrials 0.98%
5 Financials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.26M 0.41%
95,705
+69,257
27
$4.12M 0.32%
37,888
-23,994
28
$3.86M 0.3%
51,620
+10,229
29
$3.76M 0.29%
38,313
+9,074
30
$3.21M 0.25%
16,708
-79,721
31
$3.09M 0.24%
127,504
+9,020
32
$3.07M 0.24%
28,166
+907
33
$3.04M 0.24%
58,138
+11,412
34
$2.91M 0.23%
98,982
+26,021
35
$2.82M 0.22%
89,586
+22,282
36
$2.77M 0.22%
43,704
+27,695
37
$2.74M 0.21%
53,653
-48,834
38
$2.74M 0.21%
29,923
+10,068
39
$2.7M 0.21%
26,783
+5,442
40
$2.56M 0.2%
13,271
+1,555
41
$2.55M 0.2%
53,535
+10,574
42
$2.39M 0.19%
18,957
+1,347
43
$2.31M 0.18%
90,261
+36,419
44
$2.25M 0.18%
45,315
+1,893
45
$2.2M 0.17%
17,779
+8,103
46
$2.2M 0.17%
86,919
+7,874
47
$2.18M 0.17%
19,725
-23,658
48
$2.06M 0.16%
83,076
+3,054
49
$2.04M 0.16%
29,361
+1,043
50
$2.02M 0.16%
40,658
+6,892
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