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
751
$235K 0.01%
20,713
+226
752
$235K 0.01%
965
+15
753
$235K 0.01%
770
+110
754
$234K 0.01%
7,865
-47
755
$233K 0.01%
+1,720
756
$233K 0.01%
4,723
+1
757
$232K 0.01%
4,710
758
$232K 0.01%
11,877
+852
759
$231K 0.01%
5,598
+50
760
$229K 0.01%
3,446
-49
761
$229K 0.01%
+2,490
762
$229K 0.01%
7,301
+7
763
$229K 0.01%
9,877
+377
764
$228K 0.01%
11,327
+800
765
$228K 0.01%
+4,670
766
$226K 0.01%
3,894
+852
767
$226K 0.01%
2,349
+9
768
$226K 0.01%
+1,329
769
$226K 0.01%
2,174
770
$225K 0.01%
+1,671
771
$224K 0.01%
1,203
+13
772
$224K 0.01%
5,759
-63
773
$224K 0.01%
+3,743
774
$224K 0.01%
+9,133
775
$223K 0.01%
12,995
+220
29 30
31
32 33