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
126
$4.35M 0.1%
+94,566
127
$4.35M 0.1%
98,987
+19,288
128
$4.28M 0.1%
139,478
+9,805
129
$4.28M 0.1%
152,303
+18,561
130
$4.27M 0.1%
191,702
+142,158
131
$4.21M 0.1%
9,812
+1,498
132
$4.19M 0.09%
38,527
-466
133
$4.15M 0.09%
55,214
-1,123
134
$4.06M 0.09%
85,145
+11,567
135
$4M 0.09%
16,127
-3,994
136
$3.9M 0.09%
16,426
+908
137
$3.84M 0.09%
25,776
+7,006
138
$3.81M 0.09%
6,915
+1,050
139
$3.8M 0.09%
83,174
+14,252
140
$3.79M 0.09%
126,031
+21,067
141
$3.75M 0.08%
109,556
-19,462
142
$3.74M 0.08%
202,945
+25,325
143
$3.72M 0.08%
78,723
+1,701
144
$3.7M 0.08%
36,690
-1,049
145
$3.7M 0.08%
+119,733
146
$3.6M 0.08%
75,929
+43,470
147
$3.54M 0.08%
67,362
+4,365
148
$3.52M 0.08%
49,329
+1,498
149
$3.49M 0.08%
77,822
+23,605
150
$3.49M 0.08%
32,751
-7,314
4 5
6
7 8