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
276
$1.38M 0.03%
10,745
+516
277
$1.38M 0.03%
15,341
+1,556
278
$1.37M 0.03%
47,167
279
$1.37M 0.03%
10,851
-19
280
$1.34M 0.03%
45,640
+715
281
$1.34M 0.03%
46,840
+1,062
282
$1.34M 0.03%
5,833
+824
283
$1.32M 0.03%
72,898
+2,995
284
$1.32M 0.03%
58,086
+4,368
285
$1.31M 0.03%
35,274
+3,806
286
$1.3M 0.03%
41,343
+572
287
$1.3M 0.03%
14,197
-41
288
$1.3M 0.03%
15,503
+2,946
289
$1.3M 0.03%
51,066
+43
290
$1.26M 0.03%
44,019
+3,288
291
$1.25M 0.03%
6,874
-231
292
$1.25M 0.03%
6,166
+498
293
$1.24M 0.03%
16,336
-2,538
294
$1.24M 0.03%
6,839
+334
295
$1.24M 0.03%
68,836
+3
296
$1.23M 0.03%
30,579
+1,163
297
$1.23M 0.03%
43,098
+2,178
298
$1.22M 0.03%
24,654
299
$1.22M 0.03%
8,217
+321
300
$1.21M 0.03%
3,948
+2
10 11
12
13 14