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
$539M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$13.9M
3
+$13.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.4M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$12.4M

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
251
$30K 0.01%
+254
252
$30K 0.01%
+1,200
253
$30K 0.01%
+349
254
$29K 0.01%
+340
255
$29K 0.01%
+675
256
$29K 0.01%
+450
257
$29K 0.01%
+1,110
258
$29K 0.01%
+1,600
259
$29K 0.01%
+3,413
260
$29K 0.01%
+1,750
261
$28K 0.01%
+2,069
262
$28K 0.01%
+400
263
$28K 0.01%
+400
264
$28K 0.01%
+320
265
$28K 0.01%
+580
266
$28K 0.01%
+400
267
$27K 0.01%
+680
268
$27K 0.01%
+1,400
269
$27K 0.01%
+1,475
270
$27K 0.01%
+500
271
$27K 0.01%
+940
272
$27K 0.01%
+790
273
$26K ﹤0.01%
+1,078
274
$26K ﹤0.01%
+328
275
$26K ﹤0.01%
+1,010
9 10
11
12 13