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
426
$745K 0.02%
14,353
+3,847
427
$744K 0.02%
6,768
+4,086
428
$742K 0.02%
11,721
+1,007
429
$740K 0.02%
19,748
+1,693
430
$738K 0.02%
8,135
+1,193
431
$731K 0.02%
14,757
-4,489
432
$731K 0.02%
23,782
+8,247
433
$730K 0.02%
5,205
-960
434
$726K 0.02%
21,703
+4,553
435
$725K 0.02%
25,613
+15,253
436
$723K 0.02%
6,404
+1,460
437
$722K 0.02%
16,115
+2,160
438
$721K 0.02%
4,922
+2,198
439
$718K 0.02%
18,014
-1,605
440
$715K 0.02%
5,520
+2,108
441
$711K 0.02%
18,056
+5,548
442
$710K 0.02%
15,483
-1,895
443
$705K 0.02%
16,770
+4,670
444
$699K 0.02%
34,306
+1,368
445
$699K 0.02%
6,637
+1,877
446
$698K 0.02%
2,835
+38
447
$697K 0.02%
8,119
-3,756
448
$697K 0.02%
17,204
+87
449
$694K 0.02%
7,717
+5,259
450
$689K 0.02%
9,692
-389
16 17
18
19 20