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
$3.13B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$8.84M
3
+$8.29M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.92M

Top Sells

1
+$8.29M
2
+$7.51M
3
+$7.32M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$6.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.67M

Sector Composition

1 Technology 3.97%
2 Consumer Discretionary 1.87%
3 Consumer Staples 1.72%
4 Healthcare 1.61%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.34M 0.3%
25,582
+418
52
$9.15M 0.29%
65,080
+4,549
53
$8.48M 0.27%
120,040
+22,220
54
$8.35M 0.27%
58,641
+17,824
55
$8.24M 0.26%
104,603
+5,206
56
$8.14M 0.26%
40,293
+2,899
57
$7.73M 0.25%
77,638
+668
58
$7.69M 0.25%
30,689
+1,510
59
$7.29M 0.23%
43,568
+573
60
$7.12M 0.23%
39,894
-1,853
61
$7.05M 0.23%
136,333
+3,391
62
$6.84M 0.22%
186,954
-66,988
63
$6.73M 0.21%
46,977
-22,210
64
$6.68M 0.21%
242,732
-1,882
65
$6.51M 0.21%
33,709
+3,983
66
$6.01M 0.19%
52,101
+3,254
67
$5.9M 0.19%
113,503
-1,153
68
$5.76M 0.18%
61,270
+3,927
69
$5.52M 0.18%
45,265
+1,796
70
$5.49M 0.18%
77,440
+8,500
71
$5.35M 0.17%
234,483
+13,523
72
$5.26M 0.17%
17,339
+1,681
73
$5.22M 0.17%
222,827
+521
74
$5.06M 0.16%
30,891
+6,123
75
$4.92M 0.16%
21,683
+1,673
1 2
3
4 5