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
$3.11B
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$293M
2 +$239M
3 +$209M
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$120M
5
VB icon
Vanguard Small-Cap ETF
VB
+$65.4M

Top Sells

1 +$282M
2 +$247M
3 +$129M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$106M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$44.9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-534,833
27
-122,083
28
-267,817
29
-182,850