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
476
$535K 0.01%
4,904
477
$530K 0.01%
26,535
+9,903
478
$528K 0.01%
6,942
+231
479
$528K 0.01%
22,809
+15
480
$527K 0.01%
7,813
-613
481
$527K 0.01%
4,842
-2,239
482
$525K 0.01%
6,618
+1,416
483
$524K 0.01%
5,283
+813
484
$523K 0.01%
1,538
+316
485
$522K 0.01%
2,512
+872
486
$521K 0.01%
30,733
-1,360
487
$521K 0.01%
20,100
+1,222
488
$519K 0.01%
3,303
+44
489
$518K 0.01%
14,592
+4,022
490
$517K 0.01%
11,834
+3,560
491
$517K 0.01%
15,007
492
$517K 0.01%
8,324
+300
493
$516K 0.01%
8,549
-453
494
$514K 0.01%
25,201
+8,166
495
$513K 0.01%
17,735
-3,955
496
$503K 0.01%
4,946
-969
497
$494K 0.01%
2,243
+1
498
$493K 0.01%
4,456
+101
499
$491K 0.01%
11,139
-3,916
500
$491K 0.01%
23,066
-9,293
18 19
20
21 22