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
626
$324K 0.01%
10,219
-542
627
$324K 0.01%
1,629
+759
628
$324K 0.01%
2,550
-442
629
$320K 0.01%
10,011
+620
630
$320K 0.01%
5,085
631
$320K 0.01%
27,017
+2,347
632
$319K 0.01%
1,149
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633
$316K 0.01%
9,435
-71
634
$316K 0.01%
13,958
-280
635
$316K 0.01%
6,577
-111
636
$315K 0.01%
5,936
+21
637
$312K 0.01%
11,110
+2,553
638
$312K 0.01%
6,379
-4,097
639
$311K 0.01%
6,982
+503
640
$310K 0.01%
4,286
+11
641
$309K 0.01%
13,575
642
$309K 0.01%
18,653
643
$309K 0.01%
13,659
644
$308K 0.01%
39,030
645
$307K 0.01%
3,432
+6
646
$306K 0.01%
4,739
-288
647
$305K 0.01%
20,366
+134
648
$305K 0.01%
7,251
+1,784
649
$304K 0.01%
10,695
+3,902
650
$303K 0.01%
5,623
-150
24 25
26
27 28