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
701
$264K 0.01%
2,262
+124
702
$264K 0.01%
+3,495
703
$262K 0.01%
+8,750
704
$261K 0.01%
22,835
+7,681
705
$260K 0.01%
2,610
706
$259K 0.01%
1,462
+251
707
$259K 0.01%
52,961
+812
708
$258K 0.01%
2,876
+142
709
$256K 0.01%
3,446
-52
710
$256K 0.01%
2,891
+647
711
$256K 0.01%
+2,123
712
$256K 0.01%
5,143
+484
713
$256K 0.01%
1,728
-159
714
$255K 0.01%
4,722
-139
715
$254K 0.01%
7,932
+18
716
$253K 0.01%
11,474
+974
717
$253K 0.01%
4,983
+663
718
$252K 0.01%
1,932
+64
719
$252K 0.01%
2,046
+292
720
$252K 0.01%
3,037
+281
721
$250K 0.01%
231
722
$250K 0.01%
5,237
-61
723
$249K 0.01%
9,664
+393
724
$249K 0.01%
18,938
+770
725
$248K 0.01%
10,414
-548
27 28
29
30 31