LNC

Lincoln National Corp Portfolio holdings

AUM $3.3B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
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
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
76
$7.93M 0.18%
265,258
+110,465
77
$7.92M 0.18%
120,714
-20,327
78
$7.68M 0.17%
56,507
+770
79
$7.43M 0.17%
70,560
+2,234
80
$7.18M 0.16%
13,551
+3,465
81
$7.1M 0.16%
187,351
+3,582
82
$7.03M 0.16%
38,287
+3,772
83
$6.99M 0.16%
70,465
+9,292
84
$6.94M 0.16%
321,088
+216
85
$6.82M 0.15%
40,180
-2,245
86
$6.8M 0.15%
25,790
+1,990
87
$6.72M 0.15%
70,158
+19,680
88
$6.64M 0.15%
62,880
+4,414
89
$6.34M 0.14%
268,615
+129,127
90
$6.23M 0.14%
138,428
+21,120
91
$6.2M 0.14%
170,206
-39,917
92
$6.18M 0.14%
120,627
-3,683
93
$5.99M 0.14%
54,529
+2,737
94
$5.94M 0.13%
297,920
+94,909
95
$5.94M 0.13%
50,737
+1,000
96
$5.93M 0.13%
106,120
+1,870
97
$5.86M 0.13%
92,106
-14,275
98
$5.8M 0.13%
66,772
-2,851
99
$5.73M 0.13%
90,154
-9,790
100
$5.59M 0.13%
66,843
+26,400
2 3
4
5 6