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
$4.42B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$11.1M
3
+$10.8M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$8.92M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.53M

Top Sells

1
+$12.2M
2
+$9.29M
3
+$6.47M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.3M
5
IBMK
iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
+$4.52M

Sector Composition

1 Technology 4.93%
2 Healthcare 2.65%
3 Financials 2.61%
4 Consumer Staples 2.21%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.01M 0.05%
40,809
+7,594
227
$1.98M 0.04%
36,313
+3,660
228
$1.96M 0.04%
12,221
+5,345
229
$1.96M 0.04%
68,234
-8,003
230
$1.95M 0.04%
19,490
-2,655
231
$1.94M 0.04%
13,387
+2,642
232
$1.91M 0.04%
46,730
-4,754
233
$1.91M 0.04%
8,128
+2,295
234
$1.88M 0.04%
40,556
+29,607
235
$1.86M 0.04%
28,770
+544
236
$1.83M 0.04%
24,667
+7,835
237
$1.82M 0.04%
21,993
+212
238
$1.82M 0.04%
26,810
-4,211
239
$1.79M 0.04%
18,803
-552
240
$1.77M 0.04%
25,169
+1,341
241
$1.76M 0.04%
10,619
-578
242
$1.76M 0.04%
7,126
-1,599
243
$1.75M 0.04%
27,609
+610
244
$1.75M 0.04%
57,802
-1,217
245
$1.72M 0.04%
49,259
+3,619
246
$1.72M 0.04%
30,602
-33,191
247
$1.72M 0.04%
39,865
+6,130
248
$1.71M 0.04%
6,903
-222
249
$1.7M 0.04%
23,719
+1,835
250
$1.7M 0.04%
41,097
+231
8 9
10
11 12