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
176
$1M 0.05%
+9,974
177
$1M 0.05%
7,302
+1,963
178
$998K 0.05%
30,702
+3,324
179
$990K 0.05%
+14,324
180
$986K 0.05%
3,956
+557
181
$966K 0.04%
8,986
+1,797
182
$962K 0.04%
7,284
-446
183
$962K 0.04%
40,353
+7,601
184
$955K 0.04%
21,148
-125
185
$953K 0.04%
8,747
-4,493
186
$952K 0.04%
6,016
+222
187
$952K 0.04%
20,653
-71
188
$933K 0.04%
23,765
-1,011
189
$932K 0.04%
28,960
+51
190
$926K 0.04%
+131,103
191
$923K 0.04%
17,081
-2,060
192
$914K 0.04%
10,560
-17
193
$910K 0.04%
14,127
+879
194
$902K 0.04%
13,847
+166
195
$901K 0.04%
7,908
-154
196
$899K 0.04%
36,582
-13,615
197
$894K 0.04%
30,634
+17,506
198
$886K 0.04%
14,502
+468
199
$884K 0.04%
34,000
-10,430
200
$875K 0.04%
29,138
+6,755
6 7
8
9 10