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
726
$292K 0.01%
10,046
+2,692
727
$291K 0.01%
+3,901
728
$291K 0.01%
+691
729
$290K 0.01%
+18,985
730
$289K 0.01%
9,881
-500
731
$288K 0.01%
12,100
732
$287K 0.01%
8,719
-5,310
733
$287K 0.01%
1,023
-358
734
$286K 0.01%
6,279
-334
735
$285K 0.01%
8,508
-1,098
736
$285K 0.01%
2,786
-90
737
$284K 0.01%
10,415
+1
738
$282K 0.01%
+1,453
739
$282K 0.01%
4,081
+1
740
$281K 0.01%
+2,885
741
$280K 0.01%
+4,776
742
$279K 0.01%
6,850
-739
743
$278K 0.01%
5,347
+110
744
$278K 0.01%
5,747
+338
745
$278K 0.01%
1,350
+201
746
$276K 0.01%
5,910
+1,200
747
$275K 0.01%
+8,400
748
$274K 0.01%
+634
749
$273K 0.01%
9,623
-4,735
750
$273K 0.01%
12,984
-11
28 29
30
31 32