LNB

Ledyard National Bank Portfolio holdings

AUM $1.06B
1-Year Est. Return 16.17%
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$878M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.76M
3
+$1.74M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$937K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$818K

Top Sells

1
+$8.61M
2
+$6.17M
3
+$3.92M
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.67M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$870K

Sector Composition

1 Technology 17.88%
2 Healthcare 10.71%
3 Consumer Discretionary 8.63%
4 Financials 6.68%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$76K 0.01%
682
-80
377
$73K 0.01%
1,093
378
$72K 0.01%
1,655
379
$72K 0.01%
438
380
$72K 0.01%
638
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381
$71K 0.01%
455
382
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1,370
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383
$70K 0.01%
1,600
-1,350
384
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645
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385
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386
$70K 0.01%
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387
$69K 0.01%
801
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388
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389
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214
390
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391
$68K 0.01%
949
392
$67K 0.01%
457
393
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600
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397
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684
398
$64K 0.01%
1,200
399
$62K 0.01%
2,600
400
$62K 0.01%
1,527
-275
14 15
16
17 18