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
401
$253K 0.01%
+8,669
402
$252K 0.01%
4,178
-816
403
$252K 0.01%
2,193
+67
404
$251K 0.01%
5,069
+26
405
$251K 0.01%
11,955
+2,130
406
$250K 0.01%
1,874
+152
407
$249K 0.01%
+3,038
408
$249K 0.01%
+12,312
409
$247K 0.01%
2,257
+64
410
$245K 0.01%
25,140
-581
411
$244K 0.01%
4,932
+120
412
$242K 0.01%
5,543
+57
413
$241K 0.01%
+674
414
$240K 0.01%
3,005
+151
415
$239K 0.01%
4,132
-5,454
416
$237K 0.01%
+825
417
$235K 0.01%
4,070
-232
418
$235K 0.01%
+6,950
419
$233K 0.01%
12,809
-71
420
$228K 0.01%
4,539
-14
421
$228K 0.01%
+2,591
422
$227K 0.01%
15,182
-367
423
$225K 0.01%
+2,335
424
$224K 0.01%
+4,769
425
$223K 0.01%
5,013
-12,851
15 16
17
18 19