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
126
$1.51M 0.07%
31,482
+7,940
127
$1.48M 0.07%
11,676
+112
128
$1.44M 0.07%
13,181
-3,049
129
$1.42M 0.07%
54,976
+9,916
130
$1.41M 0.06%
32,149
-400
131
$1.39M 0.06%
29,412
-288
132
$1.39M 0.06%
+91,772
133
$1.39M 0.06%
+65,911
134
$1.39M 0.06%
23,117
+6,302
135
$1.36M 0.06%
10,341
-1,033
136
$1.32M 0.06%
49,410
+8,840
137
$1.32M 0.06%
20,512
-400
138
$1.31M 0.06%
22,736
+360
139
$1.3M 0.06%
9,405
+8
140
$1.28M 0.06%
92,797
-9,064
141
$1.26M 0.06%
9,225
+1,381
142
$1.26M 0.06%
10,756
+267
143
$1.26M 0.06%
14,584
+311
144
$1.24M 0.06%
6,080
+354
145
$1.22M 0.06%
6,266
+176
146
$1.21M 0.06%
7,223
-1,253
147
$1.19M 0.05%
29,832
-16,304
148
$1.18M 0.05%
+104,705
149
$1.17M 0.05%
14,910
+1,001
150
$1.17M 0.05%
32,168
+2,518
4 5
6
7 8