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
576
$236K 0.01%
453
577
$235K 0.01%
1,850
-2,780
578
$235K 0.01%
+12,980
579
$234K 0.01%
3,865
+30
580
$233K 0.01%
+3,447
581
$232K 0.01%
8,058
-40
582
$231K 0.01%
2,024
+9
583
$231K 0.01%
4,464
-72
584
$231K 0.01%
10,950
+40
585
$229K 0.01%
+8,911
586
$229K 0.01%
3,524
+12
587
$228K 0.01%
1,826
+108
588
$228K 0.01%
8,591
-1,618
589
$227K 0.01%
+5,464
590
$227K 0.01%
+3,563
591
$226K 0.01%
2,369
592
$226K 0.01%
+7,646
593
$226K 0.01%
6,133
+2
594
$225K 0.01%
+2,203
595
$225K 0.01%
8,790
+181
596
$225K 0.01%
+4,815
597
$223K 0.01%
41,103
598
$223K 0.01%
+8,646
599
$221K 0.01%
+1,781
600
$221K 0.01%
2,720
+3
22 23
24
25 26