LNC

Lincoln National Corp Portfolio holdings

AUM $3.3B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
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
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
51
$12.1M 0.27%
136,539
+973
52
$11.6M 0.26%
54,659
+3,008
53
$11.3M 0.26%
116,445
+13,313
54
$11M 0.25%
68,146
+1,873
55
$10.8M 0.25%
34,346
-84
56
$10.8M 0.24%
86,129
-2,521
57
$10.6M 0.24%
23,124
+1,347
58
$10.5M 0.24%
66,880
+10,764
59
$10.3M 0.23%
259,327
+7,168
60
$9.98M 0.23%
70,628
+17,355
61
$9.96M 0.23%
94,650
-5
62
$9.95M 0.23%
57,064
+3
63
$9.9M 0.22%
100,378
-26,074
64
$9.8M 0.22%
20,144
-646
65
$9.78M 0.22%
403,478
-6,044
66
$8.92M 0.2%
610,640
+20,940
67
$8.84M 0.2%
80,670
+21,677
68
$8.8M 0.2%
309,948
+48,830
69
$8.66M 0.2%
41,690
+2,690
70
$8.66M 0.2%
91,481
-22,269
71
$8.53M 0.19%
176,330
-86,755
72
$8.48M 0.19%
76,458
-22,291
73
$8.1M 0.18%
92,656
-2,376
74
$8.1M 0.18%
259,012
+6,928
75
$7.98M 0.18%
106,485
-2,980
1 2
3
4 5