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
551
$474K 0.01%
17,758
-76
552
$468K 0.01%
1,502
+56
553
$467K 0.01%
9,476
+3,353
554
$466K 0.01%
11,219
+2
555
$465K 0.01%
4,008
-522
556
$460K 0.01%
18,994
-1,904
557
$459K 0.01%
5,040
+53
558
$458K 0.01%
18,498
+41
559
$456K 0.01%
+4,917
560
$455K 0.01%
6,937
-455
561
$454K 0.01%
13,495
-10,844
562
$453K 0.01%
14,595
+70
563
$452K 0.01%
4,513
-770
564
$450K 0.01%
8,968
+984
565
$448K 0.01%
+12,562
566
$447K 0.01%
+8,085
567
$444K 0.01%
5,246
+2,182
568
$444K 0.01%
13,349
-4,879
569
$442K 0.01%
2,367
+1,164
570
$438K 0.01%
7,798
+388
571
$436K 0.01%
2,017
-8,926
572
$436K 0.01%
+13,687
573
$435K 0.01%
7,645
+2,502
574
$434K 0.01%
13,453
+4,018
575
$433K 0.01%
16,355
-1,069
21 22
23
24 25