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
$2.95B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$32.7M
3
+$9.01M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.36M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$6.01M

Top Sells

1
+$9.15M
2
+$2.88M
3
+$2.35M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$2.17M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$2.07M

Sector Composition

1 Technology 1.52%
2 Financials 1.24%
3 Industrials 1.12%
4 Consumer Staples 0.94%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.02M 0.1%
119,337
+10,483
77
$2.85M 0.1%
41,199
+2,374
78
$2.84M 0.1%
34,002
+7,226
79
$2.64M 0.09%
55,431
+8,103
80
$2.63M 0.09%
49,190
-3,885
81
$2.6M 0.09%
43,580
+940
82
$2.6M 0.09%
79,292
+4
83
$2.6M 0.09%
14,394
+185
84
$2.6M 0.09%
105,923
+11,191
85
$2.58M 0.09%
17,199
+500
86
$2.52M 0.09%
51,882
-11,482
87
$2.5M 0.08%
20,424
+306
88
$2.44M 0.08%
14,865
+1,249
89
$2.43M 0.08%
14,530
+1,690
90
$2.42M 0.08%
6,514
+245
91
$2.42M 0.08%
40,040
+3,380
92
$2.38M 0.08%
36,918
+1,449
93
$2.3M 0.08%
22,764
+14,726
94
$2.26M 0.08%
71,062
+11,450
95
$2.24M 0.08%
46,136
+11,324
96
$2.22M 0.08%
47,392
+22,396
97
$2.19M 0.07%
29,811
-3,105
98
$2.17M 0.07%
18,552
+572
99
$2.15M 0.07%
73,077
+3,750
100
$2.14M 0.07%
28,423
-9,932
2 3
4
5 6