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LNB
Ledyard National Bank Portfolio holdings
AUM
$1.25B
1-Year Est. Return
23.7%
This Fund
S&P 500
This Quarter
Est. Return
+1.37%
1 Year Est. Return
+23.7%
3 Year Est. Return
+69.78%
5 Year Est. Return
+80.82%
10 Year Est. Return
+820.57%
AUM
$539M
AUM Growth
–
Cap. Flow
+$543M
Cap. Flow
% of AUM
100.83%
Top 10 Holdings %
Top 10 Hldgs %
29.11%
Holding
431
New
430
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$19.9M |
| 2 |
ExxonMobil
XOM
|
+$13.9M |
| 3 |
Apple
AAPL
|
+$13.3M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$12.4M |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$12.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.36% |
| 2 | Consumer Discretionary | 10.01% |
| 3 | Financials | 9.65% |
| 4 | Industrials | 7.87% |
| 5 | Consumer Staples | 7.17% |
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Ledyard National Bank's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Ledyard National Bank, which disclosed 431 positions worth $539M. Its ten largest holdings account for 29% of the portfolio.
Its largest position is Vanguard FTSE All-World ex-US ETF: 424,493 shares worth $18.8M.
By sector, the portfolio is most concentrated in Technology at 10% of assets, followed by Consumer Discretionary and Financials.
- Ledyard National Bank's largest Q2 2013 buy was Vanguard FTSE All-World ex-US ETF: 424,493 shares worth $18.8M.
- Ledyard National Bank's ten largest holdings make up 29% of its $539M portfolio in Q2 2013.
- Ledyard National Bank disclosed 431 positions in Q2 2013, its first 13F filing on record.
Based on Ledyard National Bank's 13F filing for Q2 2013, filed 30 Jul 2013.