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
451
$201K 0.01%
+31,700
452
$201K 0.01%
883
+40
453
$200K 0.01%
8,521
-701
454
$200K 0.01%
+1,221
455
$200K 0.01%
+7,350
456
$188K 0.01%
20,266
+475
457
$186K 0.01%
15,634
+4,409
458
$185K 0.01%
12,962
+145
459
$147K 0.01%
1,464
+364
460
$144K ﹤0.01%
3,558
-621
461
$141K ﹤0.01%
17,042
+5,402
462
$93K ﹤0.01%
12,798
+1,598
463
$92K ﹤0.01%
129,461
464
$89K ﹤0.01%
14,437
-753
465
$79K ﹤0.01%
16,541
+178
466
$73K ﹤0.01%
11,359
467
$73K ﹤0.01%
1,161
-20
468
$69K ﹤0.01%
6,753
+700
469
$59K ﹤0.01%
17,672
+104
470
$51K ﹤0.01%
14,605
471
$49K ﹤0.01%
55
472
$40K ﹤0.01%
10,000
473
$34K ﹤0.01%
10,119
474
$22K ﹤0.01%
886
+81
475
$20K ﹤0.01%
17,421
17 18
19
20 21