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
126
$1.45M 0.05%
+69,964
127
$1.43M 0.05%
30,858
-1,062
128
$1.42M 0.05%
7,676
-961
129
$1.41M 0.05%
20,728
+502
130
$1.41M 0.05%
+42,888
131
$1.38M 0.05%
+22,378
132
$1.37M 0.05%
12,565
+4,324
133
$1.37M 0.05%
29,772
-108
134
$1.35M 0.05%
30,874
-4,472
135
$1.34M 0.05%
9,477
-713
136
$1.32M 0.05%
27,122
+8,014
137
$1.32M 0.05%
22,719
+5,293
138
$1.31M 0.05%
22,430
-880
139
$1.31M 0.05%
7,973
-302
140
$1.27M 0.05%
6,456
-3,718
141
$1.25M 0.05%
29,073
+3,075
142
$1.25M 0.05%
10,369
-1,097
143
$1.24M 0.05%
21,863
+206
144
$1.22M 0.04%
19,288
+1,634
145
$1.22M 0.04%
11,159
+550
146
$1.21M 0.04%
127,920
+1,152
147
$1.19M 0.04%
49,588
+2,191
148
$1.19M 0.04%
23,722
-1,720
149
$1.17M 0.04%
+40,829
150
$1.16M 0.04%
14,170
+7,030
4 5
6
7 8