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
451
$687K 0.02%
38,022
-4,103
452
$687K 0.02%
475
+80
453
$685K 0.02%
24,700
+550
454
$684K 0.02%
11,764
+158
455
$681K 0.02%
11,100
-273
456
$673K 0.02%
2,330
+874
457
$669K 0.02%
8,976
+1,690
458
$665K 0.02%
1,015
-281
459
$656K 0.01%
7,788
-1,615
460
$656K 0.01%
21,390
+300
461
$652K 0.01%
24,236
-300
462
$651K 0.01%
1,964
-74
463
$650K 0.01%
26,042
+16,909
464
$647K 0.01%
20,700
-1,452
465
$646K 0.01%
9,417
-3,572
466
$644K 0.01%
4,885
+428
467
$643K 0.01%
31,382
+6,181
468
$641K 0.01%
20,063
-679
469
$634K 0.01%
1,691
+153
470
$631K 0.01%
16,903
+6,002
471
$628K 0.01%
31,200
+4,665
472
$628K 0.01%
11,840
+6,857
473
$627K 0.01%
9,643
474
$621K 0.01%
32,705
+1,393
475
$621K 0.01%
+9,662
17 18
19
20 21