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
$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 1.68%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$284K 0.01%
5,466
527
$283K 0.01%
9,149
-700
528
$283K 0.01%
14,078
-19,114
529
$281K 0.01%
+1,963
530
$281K 0.01%
6,480
-2,112
531
$280K 0.01%
+3,288
532
$279K 0.01%
10,475
-27,921
533
$279K 0.01%
4,407
+7
534
$277K 0.01%
3,022
-245
535
$277K 0.01%
8,107
-200
536
$276K 0.01%
+2,467
537
$276K 0.01%
+1,666
538
$272K 0.01%
10,499
-543
539
$271K 0.01%
3,072
-204
540
$267K 0.01%
10,373
-58
541
$266K 0.01%
+4,159
542
$266K 0.01%
4,263
+199
543
$265K 0.01%
2,730
-5
544
$265K 0.01%
9,030
+88
545
$264K 0.01%
1,589
-240
546
$264K 0.01%
804
+105
547
$259K 0.01%
4,011
-171
548
$257K 0.01%
8,414
-1,177
549
$254K 0.01%
3,339
-400
550
$254K 0.01%
6,717
20 21
22
23 24