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
326
$354K 0.01%
1,854
-894
327
$352K 0.01%
14,197
+124
328
$351K 0.01%
30,072
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329
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5,728
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330
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6,520
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331
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332
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3,568
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333
$342K 0.01%
+6,178
334
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4,369
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335
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3,133
+1,060
336
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4,609
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337
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9,628
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338
$334K 0.01%
1,312
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339
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703
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340
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7,782
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341
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343
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344
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345
$327K 0.01%
13,442
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346
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19,342
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347
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13,329
+105
348
$320K 0.01%
5,514
+168
349
$317K 0.01%
2,105
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350
$317K 0.01%
7,387
-419
12 13
14
15 16