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
$791M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$6.32M
2 +$4.88M
3 +$2.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M

Top Sells

1 +$6.83M
2 +$3.13M
3 +$2.82M
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
-5,043
227
-4,263
228
-11,297