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
276
$1.51M 0.03%
108,568
+6,792
277
$1.5M 0.03%
28,060
+131
278
$1.5M 0.03%
12,330
+3,297
279
$1.49M 0.03%
125,730
+47,276
280
$1.49M 0.03%
45,167
+1,384
281
$1.47M 0.03%
79,837
+6,939
282
$1.46M 0.03%
47,167
283
$1.46M 0.03%
18,849
+2,513
284
$1.46M 0.03%
17,878
+4,359
285
$1.45M 0.03%
33,608
+1,626
286
$1.42M 0.03%
45,177
+1,158
287
$1.41M 0.03%
46,970
-11,713
288
$1.41M 0.03%
40,371
-2,727
289
$1.41M 0.03%
11,682
-4,501
290
$1.41M 0.03%
14,900
-2,419
291
$1.39M 0.03%
24,580
+7,320
292
$1.39M 0.03%
35,831
+10,832
293
$1.39M 0.03%
8,843
+53
294
$1.34M 0.03%
30,781
+202
295
$1.34M 0.03%
5,030
+550
296
$1.32M 0.03%
57,642
-444
297
$1.31M 0.03%
2,559
+156
298
$1.31M 0.03%
51,136
+70
299
$1.3M 0.03%
42,972
+716
300
$1.3M 0.03%
54,360
+5,852
10 11
12
13 14