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
176
$2.48M 0.06%
43,046
+2,245
177
$2.48M 0.06%
176,208
+7,882
178
$2.48M 0.06%
70,712
+563
179
$2.46M 0.06%
74,735
180
$2.45M 0.06%
45,390
+10,506
181
$2.44M 0.06%
18,071
+977
182
$2.44M 0.06%
76,930
-1,859
183
$2.43M 0.06%
15,032
+65
184
$2.39M 0.06%
11,145
+527
185
$2.39M 0.06%
10,943
+1,621
186
$2.39M 0.06%
36,612
187
$2.38M 0.06%
157,933
+12,372
188
$2.33M 0.06%
74,347
+2,019
189
$2.31M 0.06%
37,236
-166
190
$2.28M 0.06%
96,920
+24,990
191
$2.27M 0.06%
121,284
+59,854
192
$2.22M 0.05%
48,558
-712
193
$2.22M 0.05%
11,239
+201
194
$2.21M 0.05%
26,723
+1,112
195
$2.21M 0.05%
59,564
+2,252
196
$2.19M 0.05%
7,494
-159
197
$2.19M 0.05%
84,873
+11,442
198
$2.18M 0.05%
54,217
-5,188
199
$2.18M 0.05%
36,683
+8,983
200
$2.16M 0.05%
129,129
-9,065
6 7
8
9 10