LNC

Lincoln National Corp Portfolio holdings

AUM $3.3B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
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 1.67%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.5M 0.82%
248,754
-15,185
27
$27.1M 0.8%
126,087
-2,156
28
$21.6M 0.64%
205,407
-6,990
29
$20.5M 0.61%
66,678
+5,029
30
$18M 0.53%
485,725
+45,195
31
$17.6M 0.52%
361,110
+15,531
32
$17.2M 0.51%
217,751
-23,548
33
$17M 0.51%
266,987
-6,531
34
$16.9M 0.5%
1,310,601
-3,525
35
$15M 0.45%
127,109
+2,822
36
$14.6M 0.43%
462,993
+61,280
37
$14.1M 0.42%
138,446
-13,531
38
$13.8M 0.41%
117,167
+16,135
39
$13.2M 0.39%
332,607
+35,745
40
$12.5M 0.37%
197,015
+24,892
41
$12.1M 0.36%
172,481
-3,850
42
$12.1M 0.36%
177,714
+1,418
43
$11.9M 0.35%
233,663
-3,939
44
$10.5M 0.31%
164,889
-505
45
$10.2M 0.3%
616,754
-3,886
46
$9.91M 0.29%
63,610
+4,969
47
$9.87M 0.29%
25,758
+176
48
$9.85M 0.29%
66,174
+1,094
49
$9.66M 0.29%
393,085
-1,998
50
$9.38M 0.28%
105,248
+1,738
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