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
$828M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$4.95M
3
+$1.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.06M
5
CPNG icon
Coupang
CPNG
+$1.06M

Top Sells

1
+$7.37M
2
+$5.66M
3
+$5.1M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$4.58M
5
UNH icon
UnitedHealth
UNH
+$3.21M

Sector Composition

1 Technology 19.92%
2 Healthcare 11.98%
3 Financials 9.23%
4 Consumer Discretionary 8.55%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.37M 1.13%
294,658
-6,770
27
$9.22M 1.11%
53,472
-915
28
$9.1M 1.1%
179,285
-4,210
29
$9M 1.09%
17,518
-6,242
30
$8.94M 1.08%
188,772
-5,639
31
$8.21M 0.99%
29,556
-3,688
32
$8.15M 0.98%
207,582
-8,807
33
$7.94M 0.96%
32,652
-893
34
$7.87M 0.95%
243,618
-141,825
35
$7.66M 0.92%
53,356
-1,333
36
$7.61M 0.92%
43,580
-298
37
$7.57M 0.91%
60,082
-799
38
$7.5M 0.91%
68,620
-2,040
39
$7.4M 0.89%
102,560
-601
40
$7.39M 0.89%
132,279
-1,045
41
$7.3M 0.88%
143,922
-6,862
42
$6.63M 0.8%
40,595
-183
43
$6.49M 0.78%
72,282
-602
44
$6.47M 0.78%
122,519
+2,909
45
$6.25M 0.75%
78,533
-280
46
$6.19M 0.75%
50,151
-1,493
47
$6.1M 0.74%
43,202
-272
48
$6.03M 0.73%
191,803
-4,907
49
$6.02M 0.73%
+259,973
50
$5.85M 0.71%
89,711
+1,137
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2
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