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
376
$5K ﹤0.01%
+200
377
$5K ﹤0.01%
+170
378
$5K ﹤0.01%
+104
379
$5K ﹤0.01%
+245
380
$5K ﹤0.01%
+400
381
$5K ﹤0.01%
+128
382
$5K ﹤0.01%
+120
383
$5K ﹤0.01%
+208
384
$5K ﹤0.01%
+100
385
$5K ﹤0.01%
+62
386
$5K ﹤0.01%
+70
387
$5K ﹤0.01%
+71
388
$5K ﹤0.01%
+200
389
$5K ﹤0.01%
+200
390
$4K ﹤0.01%
+531
391
$4K ﹤0.01%
+60
392
$4K ﹤0.01%
+90
393
$4K ﹤0.01%
+100
394
$4K ﹤0.01%
+140
395
$4K ﹤0.01%
+74
396
$4K ﹤0.01%
+311
397
– –
0
398
$4K ﹤0.01%
+225
399
$3K ﹤0.01%
+100
400
$3K ﹤0.01%
+30
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