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
151
$1.16M 0.04%
23,093
+187
152
$1.15M 0.04%
23,458
+3,841
153
$1.14M 0.04%
20,623
-174
154
$1.14M 0.04%
15,798
+2,928
155
$1.14M 0.04%
105,042
-930
156
$1.14M 0.04%
26,493
-585
157
$1.12M 0.04%
14,327
+97
158
$1.11M 0.04%
23,589
+303
159
$1.11M 0.04%
5,297
-301
160
$1.1M 0.04%
37,500
+9,080
161
$1.1M 0.04%
5,976
+176
162
$1.09M 0.04%
32,947
+4,031
163
$1.08M 0.04%
30,809
-901
164
$1.07M 0.04%
10,927
-648
165
$1.05M 0.04%
+49,577
166
$1.05M 0.04%
4,308
+29
167
$1.04M 0.04%
7,567
+794
168
$1.04M 0.04%
27,687
-13,902
169
$1.04M 0.04%
29,135
+125
170
$1.04M 0.04%
12,843
-374
171
$1.03M 0.04%
24,996
+18,468
172
$1.03M 0.04%
25,716
+1,868
173
$1.02M 0.04%
35,709
-5,964
174
$945K 0.03%
21,460
-1,303
175
$945K 0.03%
8,579
+1,546
5 6
7
8 9