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
526
$527K 0.01%
+20,133
527
$518K 0.01%
13,297
+514
528
$517K 0.01%
3,658
-426
529
$517K 0.01%
15,007
530
$511K 0.01%
10,206
+1,339
531
$511K 0.01%
4,904
532
$508K 0.01%
+7,134
533
$505K 0.01%
16,881
534
$504K 0.01%
17,241
+2,918
535
$504K 0.01%
21,189
+11,040
536
$503K 0.01%
12,725
+95
537
$502K 0.01%
+28,185
538
$502K 0.01%
6,027
+533
539
$501K 0.01%
11,150
+4,168
540
$495K 0.01%
6,726
+1,700
541
$495K 0.01%
13,099
+269
542
$493K 0.01%
11,585
543
$487K 0.01%
17,660
+20
544
$486K 0.01%
1,211
+6
545
$484K 0.01%
3,336
+29
546
$484K 0.01%
+11,825
547
$482K 0.01%
5,187
+396
548
$479K 0.01%
15,644
-4,578
549
$476K 0.01%
13,606
+27
550
$474K 0.01%
14,164
+22
20 21
22
23 24