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
176
$2.8M 0.06%
33,403
+10,514
177
$2.78M 0.06%
38,601
+31,375
178
$2.76M 0.06%
93,700
-3,220
179
$2.75M 0.06%
194,903
-23,675
180
$2.73M 0.06%
31,588
-7,385
181
$2.7M 0.06%
56,398
-1,571
182
$2.7M 0.06%
37,529
+1,247
183
$2.68M 0.06%
11,071
+9,214
184
$2.67M 0.06%
12,896
+2,661
185
$2.66M 0.06%
15,330
+298
186
$2.62M 0.06%
19,737
+2,180
187
$2.61M 0.06%
28,045
+1,117
188
$2.6M 0.06%
80,289
-5,430
189
$2.59M 0.06%
31,746
+4,742
190
$2.59M 0.06%
25,576
+1,895
191
$2.55M 0.06%
65,898
-5,652
192
$2.53M 0.06%
9,617
+1,125
193
$2.52M 0.06%
11,871
+726
194
$2.48M 0.06%
83,423
+9,918
195
$2.47M 0.06%
23,673
-10,784
196
$2.47M 0.06%
7,443
+1,621
197
$2.46M 0.06%
38,481
-4,565
198
$2.45M 0.06%
+43,485
199
$2.41M 0.05%
21,548
+3,345
200
$2.41M 0.05%
33,257
+3,557
6 7
8
9 10