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
$3.37B
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$9.69M
3
+$9.61M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.54M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.28M

Top Sells

1
+$23.4M
2
+$4.55M
3
+$4.19M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$3.31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.87M

Sector Composition

1 Technology 4.46%
2 Consumer Discretionary 2.22%
3 Consumer Staples 1.87%
4 Healthcare 1.67%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.25M 0.27%
40,628
+335
52
$8.83M 0.26%
41,448
+1,554
53
$8.73M 0.26%
31,425
+736
54
$8.64M 0.26%
82,720
+5,082
55
$8.58M 0.25%
116,720
-3,320
56
$8.5M 0.25%
48,009
+4,441
57
$8.28M 0.25%
102,240
-2,363
58
$7.54M 0.22%
81,661
-30,616
59
$7.3M 0.22%
141,351
+5,018
60
$7.19M 0.21%
240,478
-2,254
61
$7.12M 0.21%
47,555
+578
62
$7.04M 0.21%
35,216
+1,507
63
$6.66M 0.2%
18,756
+1,417
64
$6.5M 0.19%
24,829
+3,146
65
$6.5M 0.19%
117,726
+4,223
66
$6.48M 0.19%
36,771
+5,880
67
$5.95M 0.18%
117,359
-89,683
68
$5.94M 0.18%
51,255
-846
69
$5.92M 0.18%
61,462
+192
70
$5.82M 0.17%
79,400
+1,960
71
$5.82M 0.17%
46,878
+3,418
72
$5.72M 0.17%
46,984
+1,719
73
$5.61M 0.17%
55,002
-856
74
$5.52M 0.16%
139,564
-47,390
75
$5.32M 0.16%
120,559
+6,996
1 2
3
4 5