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
$1.28B
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$3.8M
3
+$1.75M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.7M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.53M

Top Sells

1
+$20.8M
2
+$15.3M
3
+$6.54M
4
BND icon
Vanguard Total Bond Market
BND
+$5.48M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.08M

Sector Composition

1 Consumer Staples 2.02%
2 Healthcare 1.21%
3 Technology 1.2%
4 Industrials 0.98%
5 Financials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.16%
44,901
+18,881
52
$1.93M 0.15%
14,122
+4,729
53
$1.86M 0.15%
25,501
+1,182
54
$1.84M 0.14%
18,871
+514
55
$1.8M 0.14%
69,847
+21,468
56
$1.77M 0.14%
26,489
+1,420
57
$1.77M 0.14%
30,032
+1,585
58
$1.75M 0.14%
21,350
+372
59
$1.64M 0.13%
7,724
+230
60
$1.59M 0.12%
13,711
+6,814
61
$1.54M 0.12%
68,118
+9,214
62
$1.53M 0.12%
+68,010
63
$1.45M 0.11%
27,620
+2,597
64
$1.44M 0.11%
18,294
+864
65
$1.41M 0.11%
51,402
+4,463
66
$1.39M 0.11%
66,076
+10,583
67
$1.38M 0.11%
65,734
+10,430
68
$1.38M 0.11%
20,269
+1,352
69
$1.36M 0.11%
22,007
+9,305
70
$1.35M 0.11%
21,519
-880
71
$1.34M 0.1%
32,157
+22,955
72
$1.33M 0.1%
50,316
+2,796
73
$1.31M 0.1%
19,319
+1,180
74
$1.29M 0.1%
58,430
+1,108
75
$1.24M 0.1%
82,692
+46,718
1 2
3
4 5