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
$1.35B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$10.8M
3
+$4.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$3.99M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.12M

Top Sells

1
+$1.76M
2
+$1.56M
3
+$1.24M
4
EPD icon
Enterprise Products Partners
EPD
+$1.21M
5
KMB icon
Kimberly-Clark
KMB
+$727K

Sector Composition

1 Consumer Staples 1.83%
2 Healthcare 1%
3 Technology 0.99%
4 Financials 0.88%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$401K 0.03%
7,598
+114
127
$397K 0.03%
9,665
+1,349
128
$384K 0.03%
3,454
-543
129
$383K 0.03%
8,365
+23
130
$375K 0.03%
5,154
+1,866
131
$371K 0.03%
2,244
+183
132
$351K 0.03%
3,983
+192
133
$330K 0.02%
3,511
134
$326K 0.02%
7,910
+7
135
$323K 0.02%
+3,318
136
$317K 0.02%
+12,495
137
$313K 0.02%
+3,124
138
$312K 0.02%
7,571
+1,530
139
$301K 0.02%
2,600
140
$296K 0.02%
3,603
+154
141
$295K 0.02%
3,583
+366
142
$290K 0.02%
15,262
+1,240
143
$283K 0.02%
+7,809
144
$279K 0.02%
29,063
-7,157
145
$278K 0.02%
14,242
+1,020
146
$277K 0.02%
+2,445
147
$270K 0.02%
3,130
-395
148
$263K 0.02%
12,455
-260
149
$258K 0.02%
4,561
+1,258
150
$257K 0.02%
+5,976
4 5
6
7 8