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
$2.95B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$32.7M
3
+$9.01M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.36M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$6.01M

Top Sells

1
+$9.15M
2
+$2.88M
3
+$2.35M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$2.17M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$2.07M

Sector Composition

1 Technology 1.52%
2 Financials 1.24%
3 Industrials 1.12%
4 Consumer Staples 0.94%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$672K 0.02%
20,690
+271
227
$667K 0.02%
8,329
-1,149
228
$663K 0.02%
31,163
+5,866
229
$658K 0.02%
13,347
+1,213
230
$656K 0.02%
19,772
231
$652K 0.02%
2,711
+101
232
$652K 0.02%
7,808
-461
233
$649K 0.02%
3,814
+1,776
234
$649K 0.02%
3,143
+502
235
$643K 0.02%
4,555
+491
236
$643K 0.02%
6,022
+2,815
237
$629K 0.02%
15,590
+4,652
238
$620K 0.02%
13,013
239
$610K 0.02%
10,753
+2,166
240
$608K 0.02%
5,620
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241
$605K 0.02%
8,426
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242
$600K 0.02%
14,939
243
$599K 0.02%
3,705
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244
$590K 0.02%
2,186
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245
$586K 0.02%
25,690
-1,011
246
$581K 0.02%
+30,717
247
$580K 0.02%
21,117
248
$580K 0.02%
8,165
-3,915
249
$566K 0.02%
13,820
+563
250
$561K 0.02%
7,108
-450
8 9
10
11 12