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
151
$255K 0.02%
2,665
+162
152
$248K 0.02%
7,209
+129
153
$239K 0.02%
6,795
154
$235K 0.02%
+9,640
155
$235K 0.02%
+1,300
156
$229K 0.02%
7,932
157
$224K 0.02%
+3,203
158
$220K 0.02%
3,915
-176
159
$216K 0.02%
11,921
-1,458
160
$216K 0.02%
2,584
+170
161
$216K 0.02%
8,598
-2,017
162
$215K 0.02%
3,690
+8
163
$210K 0.02%
+1,050
164
$209K 0.02%
+4,514
165
$208K 0.02%
+1,435
166
$208K 0.02%
+11,323
167
$208K 0.02%
+4,222
168
$208K 0.02%
+1,710
169
$203K 0.02%
2,174
+42
170
$201K 0.01%
+7,254
171
$188K 0.01%
4,919
+1,103
172
$159K 0.01%
7,446
-1,177
173
$149K 0.01%
11,250
174
$132K 0.01%
10,190
175
$131K 0.01%
+13,915
4 5 6
7
8