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
801
$241K 0.01%
+9,987
802
$241K 0.01%
+2,129
803
$241K 0.01%
1,453
-267
804
$241K 0.01%
4,778
-2,749
805
$240K 0.01%
5,463
+6
806
$239K 0.01%
20,545
-3,728
807
$239K 0.01%
+6,816
808
$237K 0.01%
9,780
-7,805
809
$237K 0.01%
+8,098
810
$237K 0.01%
5,523
811
$237K 0.01%
5,022
-2,229
812
$236K 0.01%
4,723
813
$235K 0.01%
6,441
-5,788
814
$235K 0.01%
+3,102
815
$234K 0.01%
+9,324
816
$234K 0.01%
22,244
-591
817
$234K 0.01%
12,648
-65
818
$233K 0.01%
1,224
+11
819
$233K 0.01%
+4,034
820
$233K 0.01%
28,932
-1,327
821
$233K 0.01%
11,217
-11,849
822
$232K 0.01%
+6,057
823
$230K 0.01%
3,497
+13
824
$230K 0.01%
4,670
825
$227K 0.01%
+380
31 32
33
34 35