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
$2.73B
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$11.2M
3
+$8.18M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.9M

Top Sells

1
+$9.34M
2
+$7.56M
3
+$2.57M
4
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$2.37M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$1.62M

Sector Composition

1 Technology 1.26%
2 Financials 1.21%
3 Industrials 1.05%
4 Consumer Staples 1.02%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.63M 0.17%
43,593
+4,855
52
$4.61M 0.17%
23,625
-998
53
$4.55M 0.17%
41,504
+35
54
$4.47M 0.16%
43,065
+1,492
55
$4.42M 0.16%
173,375
+2,149
56
$3.81M 0.14%
31,409
+2
57
$3.79M 0.14%
24,026
+563
58
$3.72M 0.14%
10,485
+842
59
$3.67M 0.13%
49,109
+4,715
60
$3.6M 0.13%
28,893
+321
61
$3.43M 0.13%
28,936
-10,731
62
$3.43M 0.13%
54,901
+5,677
63
$3.35M 0.12%
13,440
+1,123
64
$3.33M 0.12%
31,957
+986
65
$3.26M 0.12%
134,399
+20,470
66
$3.23M 0.12%
21,595
+1,303
67
$3.23M 0.12%
127,084
-4,675
68
$3.19M 0.12%
19,474
-1,431
69
$2.88M 0.11%
+73,845
70
$2.82M 0.1%
94,732
+8,034
71
$2.8M 0.1%
110,491
+10,249
72
$2.76M 0.1%
108,854
-10,363
73
$2.73M 0.1%
63,364
-11,982
74
$2.67M 0.1%
53,075
-2,398
75
$2.67M 0.1%
38,825
+4,937
1 2
3
4 5