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
326
$1.14M 0.03%
98,037
+4,400
327
$1.14M 0.03%
5,308
+1,152
328
$1.13M 0.03%
2,912
+846
329
$1.12M 0.03%
136,209
+99,346
330
$1.12M 0.03%
+44,063
331
$1.11M 0.03%
12,349
-654
332
$1.11M 0.03%
37,296
+11,150
333
$1.11M 0.03%
22,383
-17,384
334
$1.1M 0.02%
49,905
+1,076
335
$1.09M 0.02%
+18,571
336
$1.09M 0.02%
16,590
-1,263
337
$1.09M 0.02%
50,836
-18,000
338
$1.09M 0.02%
21,830
-2,824
339
$1.08M 0.02%
+56,042
340
$1.08M 0.02%
11,820
+1,733
341
$1.08M 0.02%
16,148
+975
342
$1.07M 0.02%
23,829
+3,878
343
$1.07M 0.02%
12,938
-1,490
344
$1.06M 0.02%
23,423
+1,116
345
$1.06M 0.02%
27,765
+6,262
346
$1.05M 0.02%
1,485
+179
347
$1.05M 0.02%
9,620
+452
348
$1.04M 0.02%
31,296
+1,666
349
$1.04M 0.02%
6,797
+1,094
350
$1.04M 0.02%
20,605
-1,595
12 13
14
15 16