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
376
$911K 0.02%
5,305
+773
377
$905K 0.02%
2,399
+573
378
$903K 0.02%
15,156
+7,225
379
$897K 0.02%
7,759
-2,465
380
$892K 0.02%
19,154
+1,474
381
$890K 0.02%
14,891
-733
382
$887K 0.02%
10,292
-196
383
$886K 0.02%
52,757
-76,372
384
$886K 0.02%
29,591
-11
385
$881K 0.02%
13,035
+585
386
$880K 0.02%
+30,912
387
$879K 0.02%
21,721
+756
388
$877K 0.02%
43,591
-1,896
389
$869K 0.02%
14,853
+1,142
390
$855K 0.02%
10,851
-849
391
$850K 0.02%
6,268
+396
392
$846K 0.02%
4,131
+594
393
$843K 0.02%
16,758
-241,620
394
$838K 0.02%
20,957
+6,365
395
$829K 0.02%
2,958
-133
396
$822K 0.02%
10,332
+2,008
397
$818K 0.02%
8,396
+1,123
398
$813K 0.02%
38,275
+3,378
399
$810K 0.02%
11,372
-1,499
400
$809K 0.02%
19,782
-22,403
14 15
16
17 18