LNC
Lincoln National Corp Portfolio holdings
AUM
$3.3B
This Quarter Return
-1.34%
1 Year Return
+10.22%
3 Year Return
+39.94%
5 Year Return
+58.44%
10 Year Return
+104.63%
AUM
$1.35B
AUM Growth
+$1.35B
(+9.3%)
Cap. Flow
+$130M
Cap. Flow
% of AUM
9.61%
Top 10 Holdings %
Top 10 Hldgs %
72.75%
Holding
194
New
24
Increased
109
Reduced
35
Closed
15
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$76.6M |
| 2 |
Vanguard Total Bond Market
BND
|
$10.8M |
| 3 |
SPDR Portfolio TIPS ETF
SPIP
|
$4.4M |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$3.99M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$2.12M |
Top Sells
| 1 |
WBK
Westpac Banking Corporation
WBK
|
$1.76M |
| 2 |
GE Aerospace
GE
|
$1.56M |
| 3 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$1.24M |
| 4 |
Enterprise Products Partners
EPD
|
$1.21M |
| 5 |
Kimberly-Clark
KMB
|
$727K |
Sector Composition
| 1 | Consumer Staples | 1.83% |
| 2 | Healthcare | 1% |
| 3 | Technology | 0.99% |
| 4 | Financials | 0.88% |
| 5 | Industrials | 0.63% |
