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
826
$166K ﹤0.01%
16,865
-555
827
$158K ﹤0.01%
17,812
+5
828
$156K ﹤0.01%
18,834
829
$154K ﹤0.01%
3,826
+764
830
$152K ﹤0.01%
51,472
+10,068
831
$142K ﹤0.01%
12,119
+284
832
$141K ﹤0.01%
15,949
+183
833
$139K ﹤0.01%
+12,293
834
$130K ﹤0.01%
10,383
-50
835
$123K ﹤0.01%
10,279
+228
836
$122K ﹤0.01%
15,872
+238
837
$118K ﹤0.01%
12,367
+204
838
$117K ﹤0.01%
24,809
+638
839
$110K ﹤0.01%
+18,746
840
$106K ﹤0.01%
1,928
+199
841
$104K ﹤0.01%
+6,153
842
$89K ﹤0.01%
14,290
843
$83K ﹤0.01%
11,373
+266
844
$79K ﹤0.01%
14,302
+294
845
$78K ﹤0.01%
+11,659
846
$75K ﹤0.01%
+12,437
847
$71K ﹤0.01%
8
848
$69K ﹤0.01%
10,624
+130
849
$66K ﹤0.01%
+71,464
850
$60K ﹤0.01%
14,095
-5,419
32 33
34
35 36