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
$1.35B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$10.8M
3
+$4.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$3.99M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.12M

Top Sells

1
+$1.76M
2
+$1.56M
3
+$1.24M
4
EPD icon
Enterprise Products Partners
EPD
+$1.21M
5
KMB icon
Kimberly-Clark
KMB
+$727K

Sector Composition

1 Consumer Staples 1.83%
2 Healthcare 1%
3 Technology 0.99%
4 Financials 0.88%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.14%
71,154
+8,697
52
$1.85M 0.14%
62,170
-289
53
$1.76M 0.13%
18,100
+273
54
$1.74M 0.13%
22,399
-250
55
$1.7M 0.13%
20,803
-5,774
56
$1.59M 0.12%
24,244
+561
57
$1.55M 0.12%
15,538
-446
58
$1.55M 0.11%
18,422
+360
59
$1.53M 0.11%
7,470
+104
60
$1.48M 0.11%
49,254
+1,109
61
$1.43M 0.11%
55,760
+25,798
62
$1.39M 0.1%
50,571
+2,501
63
$1.36M 0.1%
51,274
+2,518
64
$1.35M 0.1%
26,624
-562
65
$1.33M 0.1%
29,124
+563
66
$1.28M 0.1%
50,342
+25,939
67
$1.28M 0.09%
+22,847
68
$1.23M 0.09%
+4,477
69
$1.22M 0.09%
18,154
+456
70
$1.21M 0.09%
30,390
-1,664
71
$1.2M 0.09%
22,939
-1,703
72
$1.2M 0.09%
8,145
+829
73
$1.19M 0.09%
52,230
+12,366
74
$1.16M 0.09%
52,297
+12,411
75
$1.16M 0.09%
14,901
+7,335
1 2
3
4 5