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
576
$380K 0.01%
4,671
+1,264
577
$380K 0.01%
7,984
+165
578
$378K 0.01%
1,857
+46
579
$376K 0.01%
3,521
+775
580
$375K 0.01%
6,950
-1,065
581
$374K 0.01%
2,830
582
$373K 0.01%
7,410
+55
583
$373K 0.01%
9,943
-22
584
$373K 0.01%
26,628
-324
585
$372K 0.01%
1,727
-26
586
$367K 0.01%
6,613
-153
587
$366K 0.01%
1,632
+61
588
$366K 0.01%
27,493
+6,865
589
$365K 0.01%
12,417
590
$364K 0.01%
1,446
+166
591
$364K 0.01%
11,635
+404
592
$363K 0.01%
2,188
+499
593
$363K 0.01%
14,323
-250
594
$359K 0.01%
5,026
+173
595
$358K 0.01%
1,213
-80
596
$357K 0.01%
861
+231
597
$356K 0.01%
43,777
+110
598
$356K 0.01%
8,280
+79
599
$351K 0.01%
1,748
+7
600
$351K 0.01%
12,380
+170
22 23
24
25 26