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
651
$344K 0.01%
4,299
+13
652
$344K 0.01%
2,593
+922
653
$342K 0.01%
+3,264
654
$342K 0.01%
8,986
+28
655
$342K 0.01%
1,226
+261
656
$342K 0.01%
5,001
-84
657
$340K 0.01%
3,630
+198
658
$340K 0.01%
8,106
-650
659
$339K 0.01%
5,704
-2,231
660
$338K 0.01%
+5,702
661
$338K 0.01%
+11,740
662
$338K 0.01%
2,413
+835
663
$338K 0.01%
+6,658
664
$337K 0.01%
4,794
-554
665
$336K 0.01%
15,276
+3,399
666
$334K 0.01%
6,810
+233
667
$334K 0.01%
10,189
+178
668
$334K 0.01%
+12,273
669
$333K 0.01%
4,750
+393
670
$333K 0.01%
13,120
-2,181
671
$332K 0.01%
12,893
-178
672
$332K 0.01%
12,273
-84,608
673
$332K 0.01%
21,799
+97
674
$328K 0.01%
+2,550
675
$326K 0.01%
+12,904
25 26
27
28 29