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
601
$350K 0.01%
43,185
+991
602
$346K 0.01%
4,754
603
$345K 0.01%
210
+30
604
$344K 0.01%
9,147
-13,606
605
$344K 0.01%
6,465
+138
606
$342K 0.01%
10,901
+200
607
$339K 0.01%
13,576
-232
608
$338K 0.01%
5,299
-277
609
$338K 0.01%
1,420
+6
610
$336K 0.01%
1,444
+90
611
$334K 0.01%
996
+100
612
$334K 0.01%
6,804
-180
613
$333K 0.01%
4,932
+219
614
$333K 0.01%
13,071
+4,924
615
$332K 0.01%
5,911
+254
616
$330K 0.01%
11,220
+3,309
617
$330K 0.01%
7,527
+2,730
618
$329K 0.01%
21,702
619
$329K 0.01%
11,302
-10
620
$328K 0.01%
+8,958
621
$328K 0.01%
15,307
-3,242
622
$328K 0.01%
5,493
+7
623
$326K 0.01%
4,440
+867
624
$326K 0.01%
5,348
+636
625
$324K 0.01%
8,756
+1,098
23 24
25
26 27