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
$4.06B
AUM Growth
-$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$4.53M
3
+$3.48M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.15M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.04M

Top Sells

1
+$8.97M
2
+$6.8M
3
+$4.59M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.27M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.97M

Sector Composition

1 Technology 4.95%
2 Financials 2.38%
3 Healthcare 2.35%
4 Consumer Staples 2.06%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.8M 0.04%
29,700
+2,750
227
$1.79M 0.04%
35,906
-12,657
228
$1.77M 0.04%
29,462
+6,519
229
$1.76M 0.04%
29,000
-1,612
230
$1.75M 0.04%
22,889
+3,580
231
$1.74M 0.04%
16,183
-6,049
232
$1.73M 0.04%
28,226
+261
233
$1.72M 0.04%
42,185
-5,457
234
$1.7M 0.04%
31,021
+601
235
$1.69M 0.04%
71,213
+10,136
236
$1.69M 0.04%
59,019
+19,305
237
$1.69M 0.04%
14,949
+1,619
238
$1.69M 0.04%
51,119
+7,216
239
$1.67M 0.04%
32,653
+1,107
240
$1.67M 0.04%
11,197
+74
241
$1.66M 0.04%
19,355
-184
242
$1.66M 0.04%
18,203
+612
243
$1.65M 0.04%
27,004
-501
244
$1.64M 0.04%
40,866
+1,373
245
$1.64M 0.04%
5,943
+417
246
$1.62M 0.04%
58,683
-18,239
247
$1.61M 0.04%
5,822
+776
248
$1.59M 0.04%
7,125
+21
249
$1.59M 0.04%
21,956
-1,338
250
$1.59M 0.04%
23,828
+353
8 9
10
11 12