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
$5.06B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.22M
3
+$7.65M
4
SIXJ icon
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
SIXJ
+$5.67M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$5.56M

Top Sells

1
+$19.4M
2
+$12.5M
3
+$7.75M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.69M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.78M

Sector Composition

1 Technology 6.08%
2 Healthcare 2.54%
3 Financials 2.4%
4 Consumer Discretionary 1.92%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$580K 0.01%
30,827
+1,486
552
$580K 0.01%
14,496
-743
553
$578K 0.01%
7,788
+44
554
$576K 0.01%
3,924
+128
555
$576K 0.01%
+10,636
556
$573K 0.01%
15,434
557
$569K 0.01%
18,448
+1,364
558
$567K 0.01%
11,039
-346
559
$566K 0.01%
2,506
-116
560
$564K 0.01%
7,465
+771
561
$562K 0.01%
+40,960
562
$557K 0.01%
16,015
+6,300
563
$556K 0.01%
1,204
-12
564
$555K 0.01%
+7,160
565
$553K 0.01%
4,954
+68
566
$553K 0.01%
45,613
-5,804
567
$550K 0.01%
10,353
+2,580
568
$550K 0.01%
20,888
+575
569
$549K 0.01%
8,249
-516
570
$548K 0.01%
8,588
+1,426
571
$545K 0.01%
3,256
+98
572
$541K 0.01%
5,668
+534
573
$541K 0.01%
1,351
+92
574
$541K 0.01%
15,549
-1,404
575
$541K 0.01%
17,715
-7,085
21 22
23
24 25