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
451
$35K ﹤0.01%
493
452
$35K ﹤0.01%
200
453
$34K ﹤0.01%
184
454
$34K ﹤0.01%
858
-42
455
$34K ﹤0.01%
505
-845
456
$34K ﹤0.01%
381
457
$34K ﹤0.01%
655
-9
458
$34K ﹤0.01%
1,410
459
$34K ﹤0.01%
1,415
460
$33K ﹤0.01%
1,500
461
$32K ﹤0.01%
2,320
-10,595
462
$32K ﹤0.01%
211
463
$32K ﹤0.01%
200
464
$32K ﹤0.01%
975
465
$32K ﹤0.01%
264
466
$31K ﹤0.01%
470
467
$31K ﹤0.01%
618
468
$31K ﹤0.01%
225
469
$31K ﹤0.01%
90
+11
470
$31K ﹤0.01%
245
471
$30K ﹤0.01%
445
472
$30K ﹤0.01%
323
473
$30K ﹤0.01%
231
474
$29K ﹤0.01%
555
-195
475
$29K ﹤0.01%
400
17 18
19
20 21