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
$1.35B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$10.8M
3
+$4.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$3.99M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.12M

Top Sells

1
+$1.76M
2
+$1.56M
3
+$1.24M
4
EPD icon
Enterprise Products Partners
EPD
+$1.21M
5
KMB icon
Kimberly-Clark
KMB
+$727K

Sector Composition

1 Consumer Staples 1.83%
2 Healthcare 1%
3 Technology 0.99%
4 Financials 0.88%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.09%
23,955
+2,338
77
$1.15M 0.09%
8,831
-11,999
78
$1.14M 0.08%
77,879
+2,849
79
$1.13M 0.08%
13,628
+224
80
$1.1M 0.08%
20,840
+796
81
$1.08M 0.08%
13,093
+347
82
$1.08M 0.08%
15,658
+2,159
83
$1.06M 0.08%
50,386
+16,970
84
$1.04M 0.08%
49,284
+19,320
85
$1.01M 0.07%
46,756
+7,167
86
$979K 0.07%
+9,836
87
$949K 0.07%
11,090
-367
88
$933K 0.07%
8,264
-6,437
89
$933K 0.07%
36,320
+19,267
90
$931K 0.07%
19,175
+294
91
$926K 0.07%
9,495
+622
92
$900K 0.07%
13,754
+10,510
93
$875K 0.06%
8,277
+1,250
94
$867K 0.06%
30,625
-1,500
95
$858K 0.06%
32,408
+22,403
96
$834K 0.06%
9,396
+459
97
$814K 0.06%
13,201
-1,101
98
$810K 0.06%
28,435
-1,025
99
$801K 0.06%
6,777
+1,295
100
$764K 0.06%
4,855
+8
2 3
4
5 6