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
$1.94B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$7.04M
3
+$6.96M
4
BND icon
Vanguard Total Bond Market
BND
+$6.45M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$4.62M

Top Sells

1
+$32.1M
2
+$3.56M
3
+$3.37M
4
MSFT icon
Microsoft
MSFT
+$3M
5
INTC icon
Intel
INTC
+$2.99M

Sector Composition

1 Consumer Staples 1.36%
2 Consumer Discretionary 1.12%
3 Financials 1.07%
4 Technology 0.99%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.33M 0.17%
48,214
+3,348
52
$3.31M 0.17%
22,530
-8,132
53
$3.27M 0.17%
49,556
+15,646
54
$3.27M 0.17%
22,861
+2,601
55
$3.24M 0.17%
27,263
+3,538
56
$3.08M 0.16%
61,316
-2,320
57
$3.08M 0.16%
121,118
-3,645
58
$3.06M 0.16%
28,331
-1,217
59
$3.05M 0.16%
18,320
+855
60
$2.98M 0.15%
33,986
+30,382
61
$2.92M 0.15%
30,561
+207
62
$2.72M 0.14%
86,656
-22,410
63
$2.64M 0.14%
24,338
+554
64
$2.62M 0.13%
18,811
-879
65
$2.41M 0.12%
93,457
+51,809
66
$2.38M 0.12%
7,615
-2,301
67
$2.29M 0.12%
30,947
+1,657
68
$2.25M 0.12%
25,627
-31,904
69
$2.2M 0.11%
103,533
+11,854
70
$2.12M 0.11%
77,286
+2,617
71
$2.1M 0.11%
98,142
+28,976
72
$2.07M 0.11%
42,385
-37,626
73
$2.03M 0.1%
96,499
+6,138
74
$2.01M 0.1%
94,486
+17,285
75
$1.99M 0.1%
78,301
-3,326
1 2
3
4 5