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
201
$851K 0.04%
30,332
-674
202
$848K 0.04%
29,514
+15,671
203
$838K 0.04%
24,607
-2,231
204
$838K 0.04%
48,296
+35,487
205
$807K 0.04%
93,672
-34,432
206
$763K 0.04%
7,827
-576
207
$762K 0.04%
12,488
+3,511
208
$749K 0.03%
31,813
+16,403
209
$745K 0.03%
9,744
-221
210
$740K 0.03%
+27,118
211
$738K 0.03%
8,559
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212
$732K 0.03%
34,336
-738
213
$729K 0.03%
14,022
+842
214
$729K 0.03%
10,502
215
$729K 0.03%
31,927
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216
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57,935
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217
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21,333
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218
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16,036
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219
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220
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23,530
-2,331
221
$679K 0.03%
34,161
+8,471
222
$678K 0.03%
13,732
+385
223
$673K 0.03%
10,279
+4,844
224
$667K 0.03%
21,849
-12,150
225
$663K 0.03%
41,033
-501
7 8
9
10 11