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
501
$561K 0.01%
7,531
+1,169
502
$559K 0.01%
23,447
+622
503
$558K 0.01%
17,502
+6,282
504
$558K 0.01%
3,262
-41
505
$557K 0.01%
18,319
+8,655
506
$557K 0.01%
3,263
+1,397
507
$556K 0.01%
15,795
508
$556K 0.01%
22,473
-4,589
509
$555K 0.01%
6,409
-1,336
510
$554K 0.01%
9,426
-1,186
511
$550K 0.01%
2,135
+503
512
$545K 0.01%
3,662
-425
513
$545K 0.01%
31,142
+409
514
$545K 0.01%
8,667
+699
515
$542K 0.01%
30,656
-1,839
516
$541K 0.01%
12,127
+293
517
$540K 0.01%
48,489
+21,472
518
$538K 0.01%
7,325
+4,434
519
$538K 0.01%
42,452
-37,903
520
$538K 0.01%
15,736
-4,697
521
$538K 0.01%
6,622
+1,951
522
$536K 0.01%
7,680
-1,316
523
$535K 0.01%
12,246
+564
524
$534K 0.01%
2,833
+1,176
525
$529K 0.01%
5,629
+1,001
19 20
21
22 23