LNB

Ledyard National Bank Portfolio holdings

AUM $1.06B
1-Year Est. Return 16.17%
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$539M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$14M
3
+$12.2M
4
VV icon
Vanguard Large-Cap ETF
VV
+$11.9M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.36%
2 Consumer Discretionary 10.01%
3 Financials 9.65%
4 Industrials 7.87%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48K 0.01%
+558
227
$46K 0.01%
+800
228
$46K 0.01%
+530
229
$46K 0.01%
+900
230
$45K 0.01%
+675
231
$44K 0.01%
+400
232
$43K 0.01%
+1,380
233
$41K 0.01%
+160
234
$40K 0.01%
+666
235
$39K 0.01%
+1,275
236
$38K 0.01%
+1,800
237
$37K 0.01%
+2,288
238
$37K 0.01%
+305
239
$37K 0.01%
+400
240
$37K 0.01%
+1,500
241
$37K 0.01%
+475
242
$36K 0.01%
+1,200
243
$36K 0.01%
+1,340
244
$34K 0.01%
+2,622
245
$34K 0.01%
+2,400
246
$34K 0.01%
+2,457
247
$33K 0.01%
+2,977
248
$32K 0.01%
+150
249
$32K 0.01%
+400
250
$31K 0.01%
+564
8 9
10
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