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
401
$807K 0.02%
18,018
+11,068
402
$806K 0.02%
14,956
+9,377
403
$801K 0.02%
21,068
+13,138
404
$800K 0.02%
+21,676
405
$800K 0.02%
20,591
+3,386
406
$798K 0.02%
25,785
+439
407
$796K 0.02%
15,057
+9
408
$791K 0.02%
27,261
409
$785K 0.02%
5,787
-1,472
410
$782K 0.02%
2,687
+143
411
$781K 0.02%
10,052
+1,960
412
$777K 0.02%
+8,216
413
$774K 0.02%
10,254
+2,441
414
$773K 0.02%
7,901
-2,005
415
$769K 0.02%
8,726
-763
416
$768K 0.02%
+3,618
417
$765K 0.02%
7,076
+2,130
418
$763K 0.02%
+9,609
419
$755K 0.02%
36,823
+22,634
420
$755K 0.02%
26,217
-1,348
421
$752K 0.02%
19,765
+1,100
422
$750K 0.02%
31,692
-1,090
423
$749K 0.02%
24,710
+6,975
424
$748K 0.02%
15,862
+2,759
425
$745K 0.02%
35,530
+4,013
15 16
17
18 19