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
$2.18B
AUM Growth
-$770M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$15.1M
3
+$9.46M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$7.64M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.59M

Top Sells

1
+$614M
2
+$8.54M
3
+$4.06M
4
CSML
IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
+$3.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.93M

Sector Composition

1 Consumer Staples 2.99%
2 Technology 1.6%
3 Financials 1.55%
4 Industrials 1.18%
5 Healthcare 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.24M 0.24%
204,455
+4,557
52
$5.23M 0.24%
53,336
+1,042
53
$4.6M 0.21%
47,002
-1,279
54
$4.41M 0.2%
80,122
+29,411
55
$4.4M 0.2%
64,538
-512
56
$4.25M 0.2%
14,030
+2,736
57
$4.15M 0.19%
32,179
+111
58
$4.13M 0.19%
63,633
+1,683
59
$4.09M 0.19%
17,796
+3,919
60
$4.09M 0.19%
182,493
-43,093
61
$4.06M 0.19%
23,620
+774
62
$3.79M 0.17%
31,258
+4,006
63
$3.74M 0.17%
38,339
+2,426
64
$3.62M 0.17%
+255,150
65
$3.54M 0.16%
25,645
+1,000
66
$3.52M 0.16%
41,652
-3,525
67
$3.39M 0.16%
+40,488
68
$3.34M 0.15%
29,043
-795
69
$3.23M 0.15%
84,152
-74,468
70
$3.17M 0.15%
46,238
-1,109
71
$3.03M 0.14%
+76,149
72
$3.01M 0.14%
22,433
-439
73
$3M 0.14%
80,092
+67,209
74
$2.94M 0.13%
61,111
+5,680
75
$2.9M 0.13%
58,491
+17,292
1 2
3
4 5