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
$4.05B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$9.15M
3
+$8.84M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.98M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.68M

Top Sells

1
+$6.88M
2
+$5.68M
3
+$3.73M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.56M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.68M

Sector Composition

1 Technology 4.22%
2 Consumer Discretionary 2.14%
3 Financials 1.96%
4 Consumer Staples 1.72%
5 Healthcare 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$361K 0.01%
4,277
+1,052
552
$360K 0.01%
+9,619
553
$360K 0.01%
+7,837
554
$359K 0.01%
10,153
555
$358K 0.01%
10,042
556
$358K 0.01%
4,357
-197
557
$355K 0.01%
+4,545
558
$355K 0.01%
4,790
+20
559
$354K 0.01%
4,417
+3
560
$354K 0.01%
2,235
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561
$354K 0.01%
9,565
+17
562
$353K 0.01%
9,067
+2,883
563
$350K 0.01%
8,853
-1,408
564
$350K 0.01%
4,510
-158
565
$349K 0.01%
21,648
+6
566
$348K 0.01%
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$346K 0.01%
18,969
-5,858
568
$346K 0.01%
5,065
-54,665
569
$345K 0.01%
4,359
+16
570
$344K 0.01%
6,396
-4,392
571
$344K 0.01%
+7,456
572
$343K 0.01%
1,821
+125
573
$343K 0.01%
9,460
-3,758
574
$342K 0.01%
10,730
-1,439
575
$341K 0.01%
8,811
-25
21 22
23
24 25