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
476
$614K 0.01%
19,855
477
$611K 0.01%
+14,384
478
$609K 0.01%
12,463
-10
479
$603K 0.01%
4,751
+1,230
480
$601K 0.01%
2,593
-59
481
$600K 0.01%
31,710
+1,363
482
$597K 0.01%
51,417
-11,333
483
$597K 0.01%
+6,530
484
$595K 0.01%
2,857
+345
485
$593K 0.01%
14,374
+588
486
$591K 0.01%
5,826
+44
487
$590K 0.01%
62,269
-3,624
488
$584K 0.01%
7,635
+1,482
489
$581K 0.01%
17,243
-357
490
$574K 0.01%
16,549
-5,224
491
$572K 0.01%
21,520
-561
492
$570K 0.01%
2,299
+503
493
$570K 0.01%
5,626
+473
494
$570K 0.01%
1,043
+182
495
$569K 0.01%
1,224
+512
496
$567K 0.01%
23,804
+3,755
497
$567K 0.01%
12,047
+1,587
498
$566K 0.01%
4,503
+47
499
$566K 0.01%
1,836
+392
500
$566K 0.01%
12,691
+1,552
18 19
20
21 22