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
576
$431K 0.01%
11,052
-44
577
$430K 0.01%
10,946
-60
578
$429K 0.01%
1,755
+7
579
$429K 0.01%
8,240
+235
580
$429K 0.01%
20,332
+5,025
581
$427K 0.01%
8,835
+555
582
$426K 0.01%
4,783
+412
583
$425K 0.01%
211
+1
584
$424K 0.01%
16,800
+6,907
585
$424K 0.01%
19,550
+1,167
586
$420K 0.01%
2,383
+1,054
587
$419K 0.01%
1,808
-435
588
$419K 0.01%
7,960
+1,495
589
$418K 0.01%
10,563
+4,448
590
$418K 0.01%
16,142
-3,958
591
$418K 0.01%
30,331
-1,171
592
$418K 0.01%
14,812
+3,676
593
$412K 0.01%
24,763
+6,110
594
$411K 0.01%
7,954
-40,604
595
$411K 0.01%
1,746
+22
596
$407K 0.01%
12,651
597
$403K 0.01%
6,538
+3,301
598
$402K 0.01%
6,473
+179
599
$401K 0.01%
26,823
+195
600
$399K 0.01%
9,187
+40
22 23
24
25 26