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
751
$272K 0.01%
8,750
752
$272K 0.01%
+3,336
753
$272K 0.01%
4,136
-5,193
754
$272K 0.01%
20,896
+183
755
$272K 0.01%
+1,189
756
$271K 0.01%
+376
757
$270K 0.01%
13,803
-14,603
758
$270K 0.01%
+3,881
759
$270K 0.01%
806
+36
760
$270K 0.01%
7,306
+35
761
$269K 0.01%
+9,253
762
$268K 0.01%
4,696
-622
763
$268K 0.01%
2,880
+390
764
$268K 0.01%
2,072
-29
765
$268K 0.01%
+7,937
766
$267K 0.01%
1,878
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767
$266K 0.01%
4,706
-1,673
768
$265K 0.01%
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769
$265K 0.01%
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770
$265K 0.01%
3,191
-3,427
771
$264K 0.01%
10,123
+246
772
$263K 0.01%
+3,526
773
$263K 0.01%
40,950
-2,827
774
$263K 0.01%
10,820
+20
775
$262K 0.01%
18,605
-333
29 30
31
32 33