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
501
$490K 0.01%
13,786
+297
502
$488K 0.01%
13,384
-1,758
503
$487K 0.01%
11,585
+3,253
504
$486K 0.01%
3,481
+669
505
$486K 0.01%
7,286
+3,793
506
$482K 0.01%
1,205
-8
507
$482K 0.01%
20,898
+6,356
508
$481K 0.01%
4,530
-2,601
509
$480K 0.01%
4,944
+716
510
$478K 0.01%
9,329
+3,768
511
$477K 0.01%
4,457
+1,467
512
$476K 0.01%
16,881
513
$476K 0.01%
7,392
+103
514
$475K 0.01%
17,640
+5,750
515
$470K 0.01%
+7,935
516
$467K 0.01%
8,207
+2,733
517
$460K 0.01%
12,630
+4,395
518
$458K 0.01%
7,457
+133
519
$456K 0.01%
5,153
+406
520
$454K 0.01%
22,825
-13,548
521
$454K 0.01%
13,579
+13
522
$450K 0.01%
10,949
+4,658
523
$444K 0.01%
17,834
+557
524
$444K 0.01%
11,682
-5,042
525
$443K 0.01%
12,100
-8,930
19 20
21
22 23