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
$918M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.18M
3
+$5.39M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.17M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.05M

Top Sells

1
+$9.25M
2
+$5.03M
3
+$4.7M
4
AMZN icon
Amazon
AMZN
+$2.74M
5
AAPL icon
Apple
AAPL
+$1.39M

Sector Composition

1 Technology 20.47%
2 Healthcare 9.96%
3 Financials 8.18%
4 Consumer Staples 6.96%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 1.14%
51,930
-1,445
27
$10.2M 1.11%
283,903
-7,431
28
$9.97M 1.09%
117,529
-527
29
$9.79M 1.07%
48,306
-793
30
$9.47M 1.03%
57,206
-633
31
$9.38M 1.02%
41,574
-588
32
$9.37M 1.02%
162,084
-5,217
33
$9.02M 0.98%
45,406
-1,372
34
$8.56M 0.93%
27,741
-290
35
$8.18M 0.89%
93,669
+5,965
36
$8.1M 0.88%
39,413
-748
37
$8.02M 0.87%
193,094
-3,913
38
$7.85M 0.86%
48,322
-1,757
39
$7.84M 0.85%
16,318
+7
40
$7.84M 0.85%
127,102
+141
41
$7.78M 0.85%
256,329
-4,118
42
$7.7M 0.84%
15,750
+378
43
$7.5M 0.82%
309,768
+43,212
44
$7.4M 0.81%
109,593
+3,994
45
$7.04M 0.77%
31,695
-98
46
$6.87M 0.75%
69,346
-701
47
$6.67M 0.73%
55,128
-3,190
48
$6.42M 0.7%
190,378
+23
49
$6.29M 0.69%
69,566
-515
50
$6.17M 0.67%
88,509
+1,256
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