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
251
$1.69M 0.04%
48,877
+7,534
252
$1.69M 0.04%
+77,064
253
$1.68M 0.04%
37,912
+1,153
254
$1.68M 0.04%
7,629
+755
255
$1.68M 0.04%
31,629
-4,277
256
$1.68M 0.04%
9,694
+1,477
257
$1.67M 0.04%
21,610
+14,178
258
$1.67M 0.04%
15,151
+202
259
$1.65M 0.04%
19,796
+8,336
260
$1.65M 0.04%
54,241
-16
261
$1.64M 0.04%
15,798
-2,052
262
$1.63M 0.04%
25,223
+708
263
$1.62M 0.04%
11,094
-472
264
$1.61M 0.04%
9,757
-459
265
$1.61M 0.04%
5,360
+40
266
$1.6M 0.04%
6,529
+363
267
$1.58M 0.04%
21,264
+5,761
268
$1.58M 0.04%
24,290
-5,172
269
$1.58M 0.04%
50,859
-4,579
270
$1.57M 0.04%
62,121
271
$1.55M 0.04%
20,224
-2,222
272
$1.55M 0.04%
33,901
-10,271
273
$1.53M 0.03%
13,907
-290
274
$1.53M 0.03%
53,902
-53,574
275
$1.51M 0.03%
28,988
-1,751
9 10
11
12 13