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
101
$1.88M 0.07%
17,980
+2,097
102
$1.83M 0.07%
59,612
+6,440
103
$1.74M 0.06%
13,048
-1,606
104
$1.74M 0.06%
35,027
+1,528
105
$1.73M 0.06%
+83,316
106
$1.71M 0.06%
16,034
-4,427
107
$1.7M 0.06%
49,343
-4,017
108
$1.7M 0.06%
10,914
+769
109
$1.69M 0.06%
6
110
$1.64M 0.06%
52,835
-2,624
111
$1.64M 0.06%
14,522
+1,924
112
$1.64M 0.06%
+78,060
113
$1.62M 0.06%
56,808
+1,006
114
$1.62M 0.06%
42,384
+24,674
115
$1.61M 0.06%
34,250
+2,108
116
$1.58M 0.06%
11,651
+218
117
$1.56M 0.06%
39,820
-1,700
118
$1.55M 0.06%
34,812
+12,316
119
$1.54M 0.06%
13,700
-439
120
$1.53M 0.06%
7,496
+274
121
$1.5M 0.06%
11,291
+1,554
122
$1.48M 0.05%
+60,349
123
$1.47M 0.05%
11,161
+1,006
124
$1.47M 0.05%
57,808
-4,296
125
$1.47M 0.05%
30,351
+87
3 4
5
6 7