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
426
$223K 0.01%
1,979
+46
427
$222K 0.01%
+6,750
428
$222K 0.01%
+1,095
429
$221K 0.01%
+4,886
430
$221K 0.01%
2,866
-176
431
$220K 0.01%
+8,920
432
$220K 0.01%
3,240
-1,983
433
$220K 0.01%
14,426
+305
434
$219K 0.01%
3,606
+14
435
$219K 0.01%
4,072
-62
436
$219K 0.01%
+3,561
437
$218K 0.01%
9,397
+153
438
$217K 0.01%
4,472
439
$217K 0.01%
+1,778
440
$216K 0.01%
+3,162
441
$214K 0.01%
+3,822
442
$214K 0.01%
+4,849
443
$213K 0.01%
2,872
+4
444
$212K 0.01%
+7,770
445
$210K 0.01%
+2,208
446
$206K 0.01%
2,015
+7
447
$205K 0.01%
+1,249
448
$204K 0.01%
1,556
-278
449
$204K 0.01%
+960
450
$202K 0.01%
6,602
-236
16 17
18
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