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
276
$25K ﹤0.01%
+500
277
$25K ﹤0.01%
+439
278
$25K ﹤0.01%
+1,000
279
$25K ﹤0.01%
+3,375
280
$25K ﹤0.01%
+7,000
281
$24K ﹤0.01%
+265
282
$24K ﹤0.01%
+2,459
283
$24K ﹤0.01%
+500
284
$24K ﹤0.01%
+480
285
$24K ﹤0.01%
+900
286
$23K ﹤0.01%
+608
287
$23K ﹤0.01%
+600
288
$23K ﹤0.01%
+3,300
289
$23K ﹤0.01%
+580
290
$23K ﹤0.01%
+686
291
$22K ﹤0.01%
+1,182
292
$22K ﹤0.01%
+465
293
$22K ﹤0.01%
+925
294
$22K ﹤0.01%
+525
295
$22K ﹤0.01%
+465
296
$22K ﹤0.01%
+1,000
297
$22K ﹤0.01%
+570
298
$21K ﹤0.01%
+460
299
$21K ﹤0.01%
+1,019
300
$21K ﹤0.01%
+464