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
$4.84B
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
975
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.1M
3
+$8.75M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.91M

Top Sells

1
+$13.4M
2
+$7.81M
3
+$6.54M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$5.21M
5
PGHY icon
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
+$3.81M

Sector Composition

1 Technology 5.33%
2 Financials 2.39%
3 Healthcare 2.27%
4 Consumer Staples 1.94%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$368K 0.01%
2,343
+74
652
$368K 0.01%
5,884
-1,247
653
$367K 0.01%
5,843
+134
654
$366K 0.01%
28,128
+507
655
$366K 0.01%
921
+334
656
$365K 0.01%
6,450
+297
657
$364K 0.01%
8,201
+87
658
$363K 0.01%
3,615
-114
659
$359K 0.01%
+10,572
660
$359K 0.01%
12,091
-385
661
$358K 0.01%
6,746
+11
662
$358K 0.01%
3,531
-338
663
$357K 0.01%
6,483
-8
664
$355K 0.01%
4,131
+29
665
$354K 0.01%
2,089
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666
$353K 0.01%
4,701
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667
$352K 0.01%
865
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668
$349K 0.01%
1,338
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669
$348K 0.01%
8,793
-695
670
$348K 0.01%
4,676
+111
671
$347K 0.01%
1,693
+138
672
$345K 0.01%
10,170
-879
673
$345K 0.01%
5,322
+510
674
$345K 0.01%
2,608
+19
675
$344K 0.01%
14,411
25 26
27
28 29