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
$1.94B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$7.04M
3
+$6.96M
4
BND icon
Vanguard Total Bond Market
BND
+$6.45M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$4.62M

Top Sells

1
+$32.1M
2
+$3.56M
3
+$3.37M
4
MSFT icon
Microsoft
MSFT
+$3M
5
INTC icon
Intel
INTC
+$2.99M

Sector Composition

1 Consumer Staples 1.36%
2 Consumer Discretionary 1.12%
3 Financials 1.07%
4 Technology 0.99%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$829K 0.04%
6,662
-392
127
$827K 0.04%
+14,872
128
$825K 0.04%
7,656
-465
129
$824K 0.04%
4,912
+595
130
$818K 0.04%
22,682
-82,858
131
$807K 0.04%
24,537
+10,621
132
$806K 0.04%
7,141
-2,805
133
$805K 0.04%
7,200
-16,478
134
$799K 0.04%
16,147
+8,314
135
$790K 0.04%
28,979
-7,541
136
$785K 0.04%
6,642
137
$784K 0.04%
4,851
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138
$771K 0.04%
22,800
-87,507
139
$766K 0.04%
14,085
+106
140
$759K 0.04%
5,730
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141
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24,583
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9,741
-9,415
143
$752K 0.04%
6,909
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144
$732K 0.04%
30,444
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145
$730K 0.04%
13,836
+5,561
146
$717K 0.04%
29,188
+652
147
$700K 0.04%
17,158
148
$699K 0.04%
2,611
-8,619
149
$698K 0.04%
29,552
+5,981
150
$696K 0.04%
24,121
+12,991
4 5
6
7 8