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
251
$1.58M 0.04%
10,216
+2,019
252
$1.57M 0.04%
17,319
-8,123
253
$1.57M 0.04%
26,999
+1,010
254
$1.56M 0.04%
21,884
-1,868
255
$1.55M 0.04%
24,515
+3,494
256
$1.55M 0.04%
21,781
+11
257
$1.55M 0.04%
54,257
+15,377
258
$1.53M 0.04%
22,446
+16,280
259
$1.53M 0.04%
36,759
-7,933
260
$1.52M 0.04%
11,566
+34
261
$1.51M 0.04%
28,424
-318
262
$1.49M 0.04%
62,121
-6,044
263
$1.49M 0.04%
43,783
+1,901
264
$1.48M 0.04%
55,438
+188
265
$1.48M 0.04%
21,645
+3,727
266
$1.47M 0.04%
33,735
+4,221
267
$1.46M 0.04%
6,438
-17
268
$1.44M 0.04%
17,850
+948
269
$1.44M 0.04%
32,459
+15,710
270
$1.43M 0.04%
5,320
+70
271
$1.42M 0.04%
33,215
+3,147
272
$1.42M 0.04%
101,776
+2,624
273
$1.42M 0.04%
59,307
+332
274
$1.41M 0.03%
79,383
+2,004
275
$1.41M 0.03%
8,790
-118
9 10
11
12 13