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
701
$307K 0.01%
5,724
-593
702
$307K 0.01%
11,420
-2,156
703
$307K 0.01%
2,608
-11
704
$306K 0.01%
5,957
+1,149
705
$305K 0.01%
13,575
706
$304K 0.01%
13,211
-747
707
$304K 0.01%
3,672
+226
708
$303K 0.01%
1,316
-17
709
$303K 0.01%
+20,093
710
$302K 0.01%
5,155
+433
711
$301K 0.01%
1,976
+44
712
$301K 0.01%
+1,675
713
$300K 0.01%
1,303
+307
714
$300K 0.01%
5,434
-4,518
715
$298K 0.01%
5,101
+273
716
$298K 0.01%
2,243
-307
717
$297K 0.01%
8,464
-1,538
718
$297K 0.01%
1,444
+24
719
$296K 0.01%
10,952
+127
720
$295K 0.01%
+5,903
721
$294K 0.01%
1,285
-720
722
$293K 0.01%
8,112
+180
723
$293K 0.01%
2,497
-12,844
724
$293K 0.01%
6,416
+6
725
$293K 0.01%
+12,095
27 28
29
30 31