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
$2.73B
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$11.2M
3
+$8.18M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.9M

Top Sells

1
+$9.34M
2
+$7.56M
3
+$2.57M
4
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$2.37M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$1.62M

Sector Composition

1 Technology 1.26%
2 Financials 1.21%
3 Industrials 1.05%
4 Consumer Staples 1.02%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.66M 0.1%
38,355
-1,612
77
$2.65M 0.1%
13,616
-2,692
78
$2.54M 0.09%
20,118
-59,764
79
$2.46M 0.09%
42,617
-1,710
80
$2.41M 0.09%
22,136
+911
81
$2.41M 0.09%
26,049
-802
82
$2.41M 0.09%
14,209
-142
83
$2.38M 0.09%
42,640
+460
84
$2.38M 0.09%
+79,288
85
$2.35M 0.09%
18,528
+2
86
$2.32M 0.09%
123,333
-378
87
$2.3M 0.08%
35,469
+4,506
88
$2.27M 0.08%
47,328
+5,452
89
$2.21M 0.08%
16,699
-5,623
90
$2.19M 0.08%
26,776
+19,260
91
$2.17M 0.08%
45,559
+1,634
92
$2.15M 0.08%
32,891
+195
93
$2.1M 0.08%
6,269
-221
94
$2.07M 0.08%
34,465
+3,328
95
$2.07M 0.08%
36,660
-420
96
$2.02M 0.07%
25,615
+184
97
$2.01M 0.07%
12,840
+998
98
$2.01M 0.07%
32,916
-5,418
99
$1.95M 0.07%
69,327
-2,493
100
$1.9M 0.07%
+90,063
2 3
4
5 6