LNC

Lincoln National Corp Portfolio holdings

AUM $3.3B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.09B
AUM Growth
+$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.8M
3
+$9.38M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$9.13M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$8.48M

Top Sells

1
+$10.4M
2
+$5.15M
3
+$2.52M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.49M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$2.15M

Sector Composition

1 Technology 3.25%
2 Financials 2.01%
3 Industrials 1.64%
4 Consumer Staples 1.63%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.57M 0.28%
58,765
+3,168
52
$8.35M 0.27%
69,669
+4,588
53
$7.58M 0.25%
129,186
+2,265
54
$7.56M 0.24%
54,214
+5,836
55
$7.09M 0.23%
113,833
+108,256
56
$6.82M 0.22%
189,158
+137,105
57
$6.74M 0.22%
30,855
+2,647
58
$6.67M 0.22%
148,680
+12,594
59
$6.64M 0.21%
109,976
+27,233
60
$6.46M 0.21%
194,258
+165,284
61
$6.28M 0.2%
162,382
-36,692
62
$6.24M 0.2%
211,418
-61
63
$6.22M 0.2%
237,545
+2,076
64
$6.09M 0.2%
16,232
+107
65
$5.94M 0.19%
32,625
+1,449
66
$5.83M 0.19%
31,050
+6,091
67
$5.46M 0.18%
30,656
-158
68
$5.36M 0.17%
76,767
+1,721
69
$5.22M 0.17%
80,041
+7,647
70
$5.2M 0.17%
77,800
+11,380
71
$5.18M 0.17%
41,237
+5,340
72
$5.16M 0.17%
36,094
-389
73
$5.13M 0.17%
171,845
+141,596
74
$5.05M 0.16%
41,880
+2,506
75
$4.99M 0.16%
96,387
+62,019
1 2
3
4 5