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
651
$303K 0.01%
6,643
-1,263
652
$303K 0.01%
6,317
-22,274
653
$303K 0.01%
1,866
+43
654
$303K 0.01%
1,289
-181
655
$302K 0.01%
2,619
+4
656
$301K 0.01%
11,597
+4,044
657
$301K 0.01%
+712
658
$301K 0.01%
6,123
659
$299K 0.01%
2,101
-21
660
$297K 0.01%
12,100
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661
$297K 0.01%
354
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662
$296K 0.01%
1,333
+22
663
$296K 0.01%
11,706
-1,986
664
$295K 0.01%
4,371
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665
$295K 0.01%
3,528
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666
$295K 0.01%
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667
$294K 0.01%
6,656
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668
$294K 0.01%
10,002
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669
$293K 0.01%
10,360
-15,960
670
$293K 0.01%
6,294
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671
$291K 0.01%
2,737
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672
$290K 0.01%
7,930
-397
673
$290K 0.01%
9,352
674
$289K 0.01%
4,033
-371
675
$289K 0.01%
9,808
+547