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
626
$372K 0.01%
7,875
-332
627
$371K 0.01%
11,277
+167
628
$368K 0.01%
16,178
+4,533
629
$367K 0.01%
4,684
-615
630
$365K 0.01%
6,828
+24
631
$363K 0.01%
11,321
-314
632
$362K 0.01%
11,214
+519
633
$362K 0.01%
2,903
-794
634
$360K 0.01%
2,138
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635
$358K 0.01%
2,320
-510
636
$357K 0.01%
201,758
637
$357K 0.01%
20,770
-4,850
638
$353K 0.01%
29,631
-4,941
639
$352K 0.01%
+11,095
640
$352K 0.01%
4,433
+1,103
641
$352K 0.01%
2,746
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642
$352K 0.01%
39,424
+2,053
643
$350K 0.01%
31,316
-835
644
$349K 0.01%
3,552
+515
645
$348K 0.01%
6,833
+1,210
646
$348K 0.01%
1,951
-561
647
$347K 0.01%
10,021
-198
648
$346K 0.01%
3,592
+64
649
$346K 0.01%
2,377
+666
650
$345K 0.01%
5,994
-2,555
24 25
26
27 28