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
351
$317K 0.01%
10,876
+423
352
$316K 0.01%
8,322
+1,956
353
$313K 0.01%
2,455
+429
354
$312K 0.01%
5,530
355
$306K 0.01%
+4,252
356
$305K 0.01%
+24,058
357
$305K 0.01%
3,468
-710
358
$303K 0.01%
4,134
-10
359
$301K 0.01%
32,542
+166
360
$297K 0.01%
1,306
+2
361
$296K 0.01%
6,881
-330
362
$296K 0.01%
12,003
-36
363
$296K 0.01%
827
+19
364
$292K 0.01%
+4,301
365
$291K 0.01%
2,736
+71
366
$291K 0.01%
12,073
+2,984
367
$290K 0.01%
3,291
-542
368
$289K 0.01%
15,494
+2,938
369
$287K 0.01%
12,106
-1,664
370
$284K 0.01%
7,515
-72
371
$284K 0.01%
4,864
+1,127
372
$283K 0.01%
+584
373
$281K 0.01%
9,665
-300
374
$281K 0.01%
7,342
+3
375
$281K 0.01%
11,380
+137
13 14
15
16 17