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
$3.37B
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$9.69M
3
+$9.61M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.54M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.28M

Top Sells

1
+$23.4M
2
+$4.55M
3
+$4.19M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$3.31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.87M

Sector Composition

1 Technology 4.46%
2 Consumer Discretionary 2.22%
3 Consumer Staples 1.87%
4 Healthcare 1.68%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.41M 0.04%
98,160
+1,624
202
$1.41M 0.04%
9,565
+578
203
$1.39M 0.04%
11,106
+827
204
$1.39M 0.04%
27,812
+1,323
205
$1.39M 0.04%
17,655
-4,943
206
$1.38M 0.04%
24,022
-3,336
207
$1.35M 0.04%
47,644
208
$1.34M 0.04%
12,354
+42
209
$1.33M 0.04%
60,990
210
$1.32M 0.04%
14,358
+1,335
211
$1.31M 0.04%
12,438
-941
212
$1.31M 0.04%
22,842
+9
213
$1.3M 0.04%
23,843
+2,761
214
$1.29M 0.04%
27,960
+1,196
215
$1.29M 0.04%
33,039
-84,496
216
$1.27M 0.04%
16,363
-834
217
$1.25M 0.04%
5,829
-42
218
$1.24M 0.04%
10,735
+89
219
$1.24M 0.04%
19,519
+10,145
220
$1.21M 0.04%
27,122
-45
221
$1.21M 0.04%
8,192
+24
222
$1.21M 0.04%
4,799
+373
223
$1.2M 0.04%
14,710
-1,155
224
$1.2M 0.04%
26,900
+3,200
225
$1.2M 0.04%
8,371
-336
7 8
9
10 11