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
401
$725K 0.02%
24,150
+800
402
$720K 0.02%
4,701
+1,688
403
$719K 0.02%
1,306
+190
404
$718K 0.02%
34,897
-17,867
405
$717K 0.02%
27,062
+426
406
$714K 0.02%
25,346
+5,934
407
$700K 0.02%
31,502
-4,747
408
$700K 0.02%
42,125
+3,071
409
$699K 0.02%
32,782
-1,532
410
$696K 0.02%
19,619
+2,750
411
$689K 0.02%
16,888
412
$683K 0.02%
2,530
-151
413
$682K 0.02%
27,565
-495
414
$682K 0.02%
15,535
+2,327
415
$681K 0.02%
10,081
-193
416
$680K 0.02%
18,055
+712
417
$675K 0.02%
22,130
+2,300
418
$671K 0.02%
2,797
+240
419
$670K 0.02%
17,378
-22,699
420
$662K 0.02%
201,758
421
$661K 0.02%
13,262
+1,074
422
$660K 0.02%
10,714
423
$658K 0.02%
15,048
+9
424
$657K 0.02%
31,517
+8,009
425
$656K 0.02%
9,643
-330
15 16
17
18 19