LNB
Ledyard National Bank Portfolio holdings
AUM
$1.16B
1-Year Est. Return
20.23%
This Fund
S&P 500
1 Year Est. Return
+20.23%
AUM
$1.12B
AUM Growth
+$57.3M
(+5.4%)
Holding
231
Top Buys
| 1 | +$2.28M | |
| 2 | +$1.22M | |
| 3 | +$674K | |
| 4 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$456K |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$388K |
Top Sells
| 1 | +$2.75M | |
| 2 | +$1.43M | |
| 3 | +$1.42M | |
| 4 |
Apple
AAPL
|
+$1.22M |
| 5 |
Amazon
AMZN
|
+$1.12M |
Sector Composition
| 1 | Technology | 19.42% |
| 2 | Financials | 7% |
| 3 | Healthcare | 5.99% |
| 4 | Consumer Discretionary | 5.07% |
| 5 | Industrials | 4.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
IBDQ
226
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-9,535
|
|
||
227
Intuitive Surgical
ISRG
$179B
| – | – |
-401
|
|
||
228
Jack Henry & Associates
JKHY
$13B
| – | – |
-1,320
|
|
||
229
Novo Nordisk
NVO
$264B
| – | – |
-3,543
|
|
||
230
Qualcomm
QCOM
$162B
| – | – |
-1,401
|
|