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
$2.18B
AUM Growth
-$770M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$15.1M
3
+$9.46M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$7.64M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.59M

Top Sells

1
+$614M
2
+$8.54M
3
+$4.06M
4
CSML
IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
+$3.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.93M

Sector Composition

1 Consumer Staples 2.99%
2 Technology 1.6%
3 Financials 1.55%
4 Industrials 1.18%
5 Healthcare 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.98M 0.09%
45,749
-6,133
102
$1.97M 0.09%
93,507
+2,555
103
$1.97M 0.09%
94,894
-11,029
104
$1.92M 0.09%
20,789
+1,819
105
$1.9M 0.09%
77,178
+4,101
106
$1.89M 0.09%
39,494
+3,526
107
$1.86M 0.09%
37,722
-39,816
108
$1.84M 0.08%
6
109
$1.83M 0.08%
29,517
+1,094
110
$1.81M 0.08%
53,026
+32,879
111
$1.8M 0.08%
55,779
+2,112
112
$1.79M 0.08%
17,897
-20,956
113
$1.72M 0.08%
82,943
-4,617
114
$1.71M 0.08%
81,140
+3,133
115
$1.7M 0.08%
57,196
+16,636
116
$1.66M 0.08%
28,830
-8,088
117
$1.66M 0.08%
+42,383
118
$1.63M 0.08%
34,799
+1,299
119
$1.6M 0.07%
+52,953
120
$1.6M 0.07%
53,724
+40,666
121
$1.53M 0.07%
64,047
+7,194
122
$1.53M 0.07%
61,127
+2,580
123
$1.52M 0.07%
74,001
-4,606
124
$1.51M 0.07%
37,476
+5,860
125
$1.51M 0.07%
18,589
+5,720
3 4
5
6 7