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
101
$5.58M 0.13%
10,223
+608
102
$5.57M 0.13%
45,183
+2,385
103
$5.56M 0.13%
264,401
+81,032
104
$5.54M 0.13%
31,783
+2,500
105
$5.5M 0.12%
55,000
106
$5.48M 0.12%
139,072
+29,064
107
$5.48M 0.12%
12,374
-410
108
$5.43M 0.12%
30,042
-822
109
$5.35M 0.12%
51,324
-5,576
110
$5.27M 0.12%
293,717
+32,850
111
$5.2M 0.12%
112,673
-7,833
112
$5.17M 0.12%
132,725
+12,322
113
$5.15M 0.12%
170,499
+55,942
114
$5.12M 0.12%
36,364
+1,000
115
$5.06M 0.11%
21,123
+985
116
$4.99M 0.11%
14,357
+498
117
$4.9M 0.11%
43,437
+22,502
118
$4.83M 0.11%
88,091
-29,465
119
$4.8M 0.11%
193,814
-81,498
120
$4.76M 0.11%
295,806
+119,598
121
$4.72M 0.11%
55,646
+3,316
122
$4.66M 0.11%
12,736
-4,932
123
$4.59M 0.1%
157,073
+5,241
124
$4.48M 0.1%
+44,956
125
$4.35M 0.1%
131,480
+55
3 4
5
6 7