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
451
$585K 0.01%
2,038
+54
452
$584K 0.01%
3,307
+133
453
$583K 0.01%
+31,312
454
$579K 0.01%
19,855
+12,529
455
$575K 0.01%
12,473
-16,420
456
$574K 0.01%
18,228
-362
457
$573K 0.01%
4,087
+344
458
$570K 0.01%
32,495
+22,289
459
$569K 0.01%
22,081
+5,430
460
$567K 0.01%
12,830
-431
461
$566K 0.01%
30,347
+11,897
462
$566K 0.01%
25,370
+1,684
463
$566K 0.01%
12,909
-3,300
464
$557K 0.01%
7,432
+1,238
465
$557K 0.01%
15,795
466
$556K 0.01%
4,084
-15
467
$553K 0.01%
1,826
+85
468
$552K 0.01%
10,506
+6,638
469
$546K 0.01%
28,406
-987
470
$545K 0.01%
5,190
+328
471
$543K 0.01%
12,347
+992
472
$542K 0.01%
17,600
+121
473
$541K 0.01%
+17,150
474
$540K 0.01%
9,952
+1,975
475
$535K 0.01%
+5,782
17 18
19
20 21