LNB

Ledyard National Bank Portfolio holdings

AUM $1.15B
1-Year Est. Return 21.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$828M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.81M
3
+$1.19M
4
CPNG icon
Coupang
CPNG
+$1.13M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.12M

Top Sells

1
+$7.37M
2
+$5.76M
3
+$4.97M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$4.81M
5
UNH icon
UnitedHealth
UNH
+$3.13M

Sector Composition

1 Technology 19.92%
2 Healthcare 11.98%
3 Financials 9.23%
4 Consumer Discretionary 8.55%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-146
227
– –
-459
228
– –
-540
229
– –
-4,321
230
– –
-5,555
231
– –
-2,425
232
– –
-3,456
233
– –
-2,591
6 7 8 9
10