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
76
$6.99M 0.15%
66,705
+1,446
77
$6.68M 0.14%
56,983
-3,766
78
$6.62M 0.14%
130,111
-9,301
79
$6.49M 0.14%
102,849
+7,136
80
$6.46M 0.14%
127,212
+7,729
81
$6.33M 0.14%
73,517
-24,180
82
$6.31M 0.14%
55,981
+2,943
83
$6.16M 0.13%
31,372
-917
84
$6.08M 0.13%
46,602
-337
85
$6.06M 0.13%
26,903
+655
86
$6.01M 0.13%
29,929
-133
87
$5.93M 0.13%
39,360
+354
88
$5.88M 0.13%
242,695
+60,477
89
$5.87M 0.13%
50,606
+4,207
90
$5.83M 0.12%
50,442
+5,176
91
$5.82M 0.12%
103,924
+2,080
92
$5.8M 0.12%
104,839
-26,061
93
$5.61M 0.12%
56,798
+10,125
94
$5.35M 0.11%
129,816
+1,687
95
$5.29M 0.11%
68,037
+4,341
96
$5.12M 0.11%
22,177
-1,198
97
$5.12M 0.11%
45,762
+4,426
98
$5.08M 0.11%
11,069
+144
99
$5.05M 0.11%
107,352
-1,647
100
$4.83M 0.1%
80,232
+786
2 3
4
5 6