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
201
$777K 0.03%
7,377
-383
202
$775K 0.03%
25,586
+4
203
$759K 0.03%
8,038
+502
204
$756K 0.03%
13,448
+17
205
$755K 0.03%
18,411
-202
206
$752K 0.03%
7,822
-20
207
$750K 0.03%
9,478
208
$734K 0.03%
22,351
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209
$733K 0.03%
17,864
-2,614
210
$732K 0.03%
27,524
+1,815
211
$728K 0.03%
58,424
-8,476
212
$726K 0.03%
26,255
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213
$715K 0.03%
2,915
-630
214
$708K 0.03%
8,987
-706
215
$691K 0.03%
12,076
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216
$691K 0.03%
8,269
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217
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5,039
-3,063
218
$683K 0.03%
8,594
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219
$680K 0.02%
20,419
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220
$674K 0.02%
16,182
+3,610
221
$666K 0.02%
23,035
+5,191
222
$659K 0.02%
13,817
-34,022
223
$649K 0.02%
4,074
-174
224
$643K 0.02%
13,013
-9
225
$633K 0.02%
584
+32
7 8
9
10 11