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
826
$227K 0.01%
+1,857
827
$226K 0.01%
6,900
-15,230
828
$224K 0.01%
+2,175
829
$224K 0.01%
+5,776
830
$224K 0.01%
3,311
-374
831
$224K 0.01%
+3,917
832
$223K 0.01%
+1,102
833
$223K 0.01%
7,866
-95
834
$223K 0.01%
+8,029
835
$222K 0.01%
+2,440
836
$222K 0.01%
+5,720
837
$221K 0.01%
+1,049
838
$220K 0.01%
470
-76
839
$220K 0.01%
4,219
-2,437
840
$219K 0.01%
+2,866
841
$219K 0.01%
17,815
+3
842
$218K ﹤0.01%
4,435
-4,469
843
$218K ﹤0.01%
+5,551
844
$218K ﹤0.01%
7,800
-2,008
845
$216K ﹤0.01%
+1,667
846
$216K ﹤0.01%
12,210
-200
847
$216K ﹤0.01%
+3,486
848
$216K ﹤0.01%
+814
849
$215K ﹤0.01%
2,944
+32
850
$215K ﹤0.01%
+1,807
32 33
34
35 36