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
601
$220K 0.01%
758
-22
602
$219K 0.01%
+3,520
603
$219K 0.01%
4,429
-67
604
$218K 0.01%
4,343
-1,527
605
$217K 0.01%
4,521
+17
606
$217K 0.01%
+4,212
607
$217K 0.01%
7,970
+12
608
$216K 0.01%
+6,510
609
$216K 0.01%
6,411
-4,502
610
$214K 0.01%
+1,932
611
$212K 0.01%
+25,069
612
$212K 0.01%
4,581
-1,603
613
$212K 0.01%
7,886
-2,966
614
$211K 0.01%
+6,396
615
$211K 0.01%
5,093
-467
616
$211K 0.01%
700
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617
$210K 0.01%
8,876
-10,759
618
$210K 0.01%
+2,109
619
$209K 0.01%
+8,229
620
$208K 0.01%
4,418
621
$208K 0.01%
+582
622
$207K 0.01%
15,428
+1,038
623
$207K 0.01%
+1,360
624
$206K 0.01%
1,655
-5,000
625
$206K 0.01%
+6,290
23 24
25
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