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
676
$326K 0.01%
+2,431
677
$326K 0.01%
7,012
+369
678
$325K 0.01%
2,700
+90
679
$325K 0.01%
2,635
-8,216
680
$324K 0.01%
+13,150
681
$322K 0.01%
+14,720
682
$322K 0.01%
5,832
-104
683
$321K 0.01%
+6,444
684
$320K 0.01%
6,686
+2,200
685
$318K 0.01%
10,150
-2,267
686
$318K 0.01%
4,249
+12
687
$317K 0.01%
+776
688
$316K 0.01%
4,243
-197
689
$315K 0.01%
3,683
-1,507
690
$313K 0.01%
13,659
691
$313K 0.01%
+886
692
$313K 0.01%
+1,318
693
$312K 0.01%
11,822
+225
694
$312K 0.01%
+6,166
695
$311K 0.01%
3,711
+281
696
$310K 0.01%
+6,400
697
$309K 0.01%
9,352
698
$309K 0.01%
4,054
-1,959
699
$307K 0.01%
6,302
+47
700
$307K 0.01%
2,054
-212
26 27
28
29 30