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
$3.09B
AUM Growth
+$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.8M
3
+$9.38M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$9.13M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$8.48M

Top Sells

1
+$10.4M
2
+$5.15M
3
+$2.52M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.49M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$2.15M

Sector Composition

1 Technology 3.25%
2 Financials 2.01%
3 Industrials 1.64%
4 Consumer Staples 1.63%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.95M 0.16%
43,483
+3,003
77
$4.85M 0.16%
33,541
+3,630
78
$4.74M 0.15%
48,313
+1,307
79
$4.7M 0.15%
42,643
+1,796
80
$4.62M 0.15%
48,717
-1,360
81
$4.57M 0.15%
68,240
+7,100
82
$4.52M 0.15%
73,632
+11,518
83
$4.46M 0.14%
222,302
+33,924
84
$4.32M 0.14%
29,236
+126
85
$4.28M 0.14%
14,558
+3,736
86
$4.21M 0.14%
119,508
+24,122
87
$4.08M 0.13%
20,658
+1,447
88
$3.99M 0.13%
34,494
+25,863
89
$3.97M 0.13%
19,346
+3,390
90
$3.9M 0.13%
72,561
-341
91
$3.82M 0.12%
43,991
+3,843
92
$3.76M 0.12%
65,822
+1,905
93
$3.72M 0.12%
73,730
+17,081
94
$3.54M 0.11%
39,957
+6,220
95
$3.51M 0.11%
96,078
-3,464
96
$3.5M 0.11%
58,543
+13,346
97
$3.43M 0.11%
80,597
+2,457
98
$3.39M 0.11%
42,564
-64,623
99
$3.38M 0.11%
115,416
-14,900
100
$3.37M 0.11%
39,506
+19,552
2 3
4
5 6