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
601
$396K 0.01%
8,359
+3,760
602
$395K 0.01%
300
+69
603
$394K 0.01%
2,912
+650
604
$393K 0.01%
6,246
-1,211
605
$392K 0.01%
11,523
606
$392K 0.01%
10,986
-316
607
$392K 0.01%
1,521
-206
608
$389K 0.01%
45,489
+2,304
609
$387K 0.01%
+6,164
610
$386K 0.01%
6,303
+392
611
$385K 0.01%
5,005
+73
612
$385K 0.01%
7,185
+2,460
613
$383K 0.01%
+4,229
614
$379K 0.01%
+13,445
615
$379K 0.01%
4,633
-121
616
$378K 0.01%
+3,618
617
$377K 0.01%
13,970
+3,256
618
$377K 0.01%
1,116
+492
619
$375K 0.01%
480
620
$375K 0.01%
+4,463
621
$374K 0.01%
+6,030
622
$374K 0.01%
18,845
+6,324
623
$373K 0.01%
+13,811
624
$372K 0.01%
1,161
+213
625
$372K 0.01%
9,764
+3,764
23 24
25
26 27