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
$4.66B
AUM Growth
+$609M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
884
New
Increased
Reduced
Closed

Top Buys

1
+$240M
2
+$178M
3
+$134M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$114M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$41.7M

Top Sells

1
+$351M
2
+$46.7M
3
+$14.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.39M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.14M

Sector Composition

1 Technology 4.32%
2 Consumer Discretionary 2.1%
3 Financials 2.02%
4 Healthcare 1.71%
5 Consumer Staples 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.2M 0.26%
240,487
+19,900
52
$12.1M 0.26%
77,528
+7,894
53
$11.8M 0.25%
49,796
+2,300
54
$11.5M 0.25%
208,876
+21,213
55
$11.4M 0.25%
39,907
-2,738
56
$11.2M 0.24%
91,660
+2,560
57
$11.2M 0.24%
63,564
+6,438
58
$11M 0.24%
90,202
+1,188
59
$10.5M 0.23%
104,327
-634
60
$10.1M 0.22%
31,550
+2,788
61
$10M 0.21%
95,551
-2,099
62
$9.73M 0.21%
25,708
-596
63
$9.53M 0.2%
27,401
-49
64
$9.43M 0.2%
56,959
+1,877
65
$9.05M 0.19%
452,680
+31,280
66
$8.81M 0.19%
224,458
+7,839
67
$8.62M 0.18%
36,848
+42
68
$8.14M 0.17%
54,947
+189
69
$7.92M 0.17%
34,959
-1,602
70
$7.69M 0.17%
132,072
+38,979
71
$7.64M 0.16%
236,814
+29,730
72
$7.39M 0.16%
15,045
+329
73
$7.3M 0.16%
18,446
-868
74
$7.25M 0.16%
153,656
+12,858
75
$7.09M 0.15%
85,736
-564,895
1 2
3
4 5