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
351
$1.04M 0.02%
15,330
+2,068
352
$1.03M 0.02%
25,818
+182
353
$1.03M 0.02%
4,036
-361
354
$1.02M 0.02%
13,841
-4,016
355
$1.02M 0.02%
22,465
+7,040
356
$1.02M 0.02%
3,121
+591
357
$1.02M 0.02%
4,620
-2,219
358
$998K 0.02%
17,614
-11,386
359
$997K 0.02%
26,726
-24,393
360
$994K 0.02%
5,303
+602
361
$989K 0.02%
15,547
-23
362
$985K 0.02%
8,168
+58
363
$984K 0.02%
9,890
-200
364
$970K 0.02%
57,165
+29,672
365
$964K 0.02%
8,286
-110
366
$951K 0.02%
+19,469
367
$949K 0.02%
23,318
+62
368
$948K 0.02%
59,580
+11,187
369
$946K 0.02%
40,682
370
$938K 0.02%
13,284
-836
371
$927K 0.02%
6,684
+593
372
$925K 0.02%
9,625
-2,092
373
$923K 0.02%
+33,939
374
$914K 0.02%
18,331
+5,984
375
$912K 0.02%
6,351
+274
13 14
15
16 17