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
326
$14K ﹤0.01%
+625
327
$14K ﹤0.01%
+346
328
$13K ﹤0.01%
+400
329
$13K ﹤0.01%
+400
330
$13K ﹤0.01%
+150
331
$13K ﹤0.01%
+570
332
$13K ﹤0.01%
+300
333
$13K ﹤0.01%
+355
334
$12K ﹤0.01%
+470
335
$12K ﹤0.01%
+470
336
$12K ﹤0.01%
+120
337
$12K ﹤0.01%
+600
338
$12K ﹤0.01%
+400
339
$12K ﹤0.01%
+1,300
340
$12K ﹤0.01%
+220
341
$12K ﹤0.01%
+150
342
$12K ﹤0.01%
+408
343
$12K ﹤0.01%
+248
344
$11K ﹤0.01%
+316
345
$11K ﹤0.01%
+90
346
$11K ﹤0.01%
+169
347
$10K ﹤0.01%
+500
348
$10K ﹤0.01%
+182
349
$10K ﹤0.01%
+110
350
$10K ﹤0.01%
+194