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
676
$287K 0.01%
34,541
-12,844
677
$286K 0.01%
10,381
678
$286K 0.01%
9,606
-299
679
$286K 0.01%
6,255
+45
680
$285K 0.01%
16,331
-933
681
$285K 0.01%
480
-24
682
$284K 0.01%
+1,657
683
$282K 0.01%
4,828
+36
684
$281K 0.01%
5,579
+108
685
$279K 0.01%
6,410
-31
686
$279K 0.01%
4,357
+540
687
$276K 0.01%
2,266
+70
688
$276K 0.01%
1,849
-51
689
$276K 0.01%
24,273
-1,642
690
$274K 0.01%
4,237
-5
691
$273K 0.01%
+11,091
692
$272K 0.01%
+14,189
693
$271K 0.01%
3,685
+504
694
$271K 0.01%
11,330
+6
695
$270K 0.01%
+10,714
696
$269K 0.01%
867
+1
697
$268K 0.01%
3,430
+574
698
$265K 0.01%
11,645
+797
699
$265K 0.01%
948
+34
700
$264K 0.01%
10,106
+1,137
26 27
28
29 30