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
401
$3K ﹤0.01%
+83
402
$3K ﹤0.01%
+170
403
$3K ﹤0.01%
+42
404
$2K ﹤0.01%
+50
405
$2K ﹤0.01%
+100
406
$2K ﹤0.01%
+36
407
$2K ﹤0.01%
+25
408
$2K ﹤0.01%
+20
409
$2K ﹤0.01%
+119
410
$2K ﹤0.01%
+128
411
$1K ﹤0.01%
+31
412
$1K ﹤0.01%
+50
413
$1K ﹤0.01%
+20
414
$1K ﹤0.01%
+259
415
$1K ﹤0.01%
+140
416
$1K ﹤0.01%
+20
417
$0 ﹤0.01%
+3
418
$0 ﹤0.01%
+136
419
$0 ﹤0.01%
+16
420
$0 ﹤0.01%
+36
421
$0 ﹤0.01%
+2
422
$0 ﹤0.01%
+1
423
$0 ﹤0.01%
+4
424
$0 ﹤0.01%
+15
425
$0 ﹤0.01%
+8
13 14 15 16
17