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
901
$86.1K ﹤0.01%
29,196
+3,672
902
$82K ﹤0.01%
22,787
+10,122
903
$76.1K ﹤0.01%
+10,892
904
$70.9K ﹤0.01%
10,900
+276
905
$66.5K ﹤0.01%
+30,241
906
$60.4K ﹤0.01%
17,255
-21,775
907
$60K ﹤0.01%
11,659
908
$57.3K ﹤0.01%
+6,900
909
$54.3K ﹤0.01%
11,698
-2,397
910
$48.2K ﹤0.01%
12,581
+708
911
$40.9K ﹤0.01%
+11,600
912
$40.9K ﹤0.01%
2,591
+47
913
$40.8K ﹤0.01%
13,342
+59
914
$40.3K ﹤0.01%
+3,603
915
$35.9K ﹤0.01%
510
+20
916
$35.6K ﹤0.01%
94
-4
917
$35.4K ﹤0.01%
52,635
918
$24.2K ﹤0.01%
1,049
+12
919
$19.2K ﹤0.01%
285
+9
920
$17.6K ﹤0.01%
853
-100
921
$15.8K ﹤0.01%
10,000
922
$15.1K ﹤0.01%
10,000
923
$13.9K ﹤0.01%
71,474
+10
924
$13K ﹤0.01%
+22,988
925
$11.3K ﹤0.01%
1,538
+2
35 36
37
38 39