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
776
$261K 0.01%
+10,168
777
$261K 0.01%
1,504
-345
778
$260K 0.01%
21,630
+9,511
779
$259K 0.01%
466
+42
780
$255K 0.01%
5,342
-179
781
$255K 0.01%
22,859
+875
782
$254K 0.01%
5,782
+23
783
$253K 0.01%
+5,419
784
$251K 0.01%
10,268
-1,062
785
$251K 0.01%
1,434
+59
786
$251K 0.01%
+2,917
787
$251K 0.01%
+2,091
788
$250K 0.01%
7,037
-67,698
789
$249K 0.01%
1,813
+4
790
$247K 0.01%
+292
791
$246K 0.01%
14,413
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792
$246K 0.01%
1,444
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793
$246K 0.01%
53,303
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794
$245K 0.01%
11,618
-1,226
795
$245K 0.01%
+4,078
796
$245K 0.01%
+7,571
797
$243K 0.01%
3,035
-195
798
$243K 0.01%
6,566
+1,875
799
$243K 0.01%
1,790
-256
800
$242K 0.01%
11,327
30 31
32
33 34