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
201
$2.34M 0.05%
5
202
$2.33M 0.05%
+8,400
203
$2.27M 0.05%
124,135
-37,640
204
$2.26M 0.05%
30,340
+3,617
205
$2.25M 0.05%
6,695
+752
206
$2.23M 0.05%
47,650
+3,598
207
$2.22M 0.05%
21,576
+1,510
208
$2.2M 0.05%
9,226
+2,788
209
$2.19M 0.05%
14,821
-3,250
210
$2.18M 0.05%
22,993
+738
211
$2.18M 0.05%
11,394
+505
212
$2.18M 0.05%
30,154
+8,509
213
$2.17M 0.05%
18,399
+595
214
$2.17M 0.05%
33,923
+267
215
$2.16M 0.05%
10,817
-3,676
216
$2.15M 0.05%
34,649
-2,034
217
$2.15M 0.05%
81,348
-3,525
218
$2.14M 0.05%
10,158
-1,081
219
$2.13M 0.05%
21,130
+604
220
$2.13M 0.05%
25,897
221
$2.11M 0.05%
+14,113
222
$2.09M 0.05%
67,257
-7,090
223
$2.08M 0.05%
33,696
-41,273
224
$2.04M 0.05%
52,107
+16,833
225
$2.02M 0.05%
83,754
+12,541
7 8
9
10 11