LNB

Ledyard National Bank Portfolio holdings

AUM $1.16B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$4.85M
3
+$2.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.11M

Top Sells

1
+$6.73M
2
+$3.14M
3
+$2.65M
4
ROK icon
Rockwell Automation
ROK
+$2.41M
5
MSFT icon
Microsoft
MSFT
+$2.22M

Sector Composition

1 Technology 23.09%
2 Healthcare 10.64%
3 Consumer Discretionary 9.25%
4 Consumer Staples 7.81%
5 Financials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-11,297
227
– –
-12,950
228
– –
-4,263
6 7 8 9
10