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
926
$5.96K ﹤0.01%
+593
927
$5.87K ﹤0.01%
1,030
-183
928
$5.46K ﹤0.01%
10,340
929
– –
0
930
$2.59K ﹤0.01%
10,600
931
– –
-4,033
932
– –
-91,580
933
– –
-10,106
934
– –
-867
935
– –
-50,303
936
– –
-13,014
937
– –
-2,123
938
– –
-6,012
939
– –
-5,842
940
– –
-6,700
941
– –
-28,167
942
– –
-4,710
943
– –
-10,087
944
– –
-41,050
945
– –
-3,743
946
– –
-13,384
947
– –
-11,091
948
– –
-10,117
949
– –
-5,203
950
– –
-4,800
36 37
38
39 40