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
51
$11.4M 0.28%
42,798
+1,389
52
$11.1M 0.27%
51,651
+3,271
53
$10.5M 0.26%
100,308
+5,839
54
$10.3M 0.25%
21,777
+305
55
$10M 0.25%
69,678
-759
56
$9.94M 0.25%
103,132
+4,061
57
$9.92M 0.24%
113,750
+342
58
$9.88M 0.24%
88,650
-3,703
59
$9.74M 0.24%
409,522
+550
60
$9.5M 0.23%
34,430
+1,453
61
$9.41M 0.23%
57,061
-721
62
$9.02M 0.22%
252,159
+7,230
63
$8.89M 0.22%
66,273
+8,937
64
$8.5M 0.21%
98,749
+5,243
65
$8.28M 0.2%
94,655
-201
66
$8.03M 0.2%
20,790
+248
67
$7.9M 0.19%
141,041
-121,367
68
$7.8M 0.19%
352,515
+54,612
69
$7.48M 0.18%
56,116
+236
70
$7.27M 0.18%
109,465
+3,276
71
$7.16M 0.18%
589,700
+45,100
72
$6.97M 0.17%
236,761
-5,542
73
$6.94M 0.17%
261,118
+34,762
74
$6.93M 0.17%
39,000
+1,698
75
$6.85M 0.17%
252,084
+21,362
1 2
3
4 5