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
26
$13.2M 0.48%
108,592
-343
27
$12.4M 0.45%
133,998
+12,750
28
$12.1M 0.44%
207,493
+11,051
29
$11.4M 0.42%
292,240
+21,505
30
$11M 0.4%
216,071
-9,885
31
$10.7M 0.39%
60,770
-4,138
32
$9.96M 0.36%
119,335
+1,712
33
$9.91M 0.36%
89,722
-4,677
34
$8.91M 0.33%
66,296
-4,580
35
$7.23M 0.26%
107,915
+1,842
36
$6.98M 0.26%
23,618
+7,019
37
$6.46M 0.24%
65,547
-8,064
38
$6.41M 0.23%
34,361
+3,850
39
$6.41M 0.23%
77,207
+518
40
$6.23M 0.23%
75,324
+5,565
41
$6.11M 0.22%
60,118
+16,930
42
$5.79M 0.21%
68,180
-13,720
43
$5.31M 0.19%
53,298
+6,395
44
$5.25M 0.19%
102,331
+913
45
$5.05M 0.18%
29,431
+2,244
46
$5.01M 0.18%
70,499
-2,052
47
$4.77M 0.17%
139,191
+11,491
48
$4.7M 0.17%
66,165
+5,396
49
$4.7M 0.17%
74,096
+1,003
50
$4.69M 0.17%
55,234
-2,246
1
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