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
$5.06B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.22M
3
+$7.65M
4
SIXJ icon
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
SIXJ
+$5.67M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$5.56M

Top Sells

1
+$19.4M
2
+$12.5M
3
+$7.75M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.69M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.78M

Sector Composition

1 Technology 6.08%
2 Healthcare 2.54%
3 Financials 2.4%
4 Consumer Discretionary 1.92%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$360K 0.01%
4,461
-1,106
727
$359K 0.01%
9,042
+210
728
$359K 0.01%
2,953
+1,432
729
$359K 0.01%
5,969
-1,720
730
$359K 0.01%
8,950
+172
731
$358K 0.01%
11,249
+1,318
732
$358K 0.01%
4,416
+190
733
$357K 0.01%
+9,730
734
$355K 0.01%
2,684
+944
735
$353K 0.01%
4,832
-91
736
$353K 0.01%
9,352
737
$352K 0.01%
5,882
-1,418
738
$348K 0.01%
3,991
-120
739
$347K 0.01%
3,673
+247
740
$347K 0.01%
+4,943
741
$347K 0.01%
18,290
-14,039
742
$347K 0.01%
13,774
+598
743
$346K 0.01%
9,706
-2,204
744
$345K 0.01%
4,260
-263
745
$342K 0.01%
+10,933
746
$340K 0.01%
+20,274
747
$339K 0.01%
2,413
+154
748
$338K 0.01%
4,041
+486
749
$337K 0.01%
+8,974
750
$336K 0.01%
11,878
+81
28 29
30
31 32