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
$1.03B
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$3.67M
3
+$2.58M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.08M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$845K

Top Sells

1
+$5.16M
2
+$2.43M
3
+$1.83M
4
AAPL icon
Apple
AAPL
+$1.81M
5
ETN icon
Eaton
ETN
+$1.73M

Sector Composition

1 Technology 18.57%
2 Healthcare 8.94%
3 Financials 6.57%
4 Consumer Staples 6.17%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13M 1.26%
46,717
-703
27
$11.1M 1.07%
106,737
+5,103
28
$10.9M 1.06%
107,843
-4,214
29
$10.8M 1.05%
45,067
-71
30
$10.7M 1.03%
161,886
-2,330
31
$10.4M 1%
385,746
+31,434
32
$10.2M 0.98%
39,753
-2,953
33
$9.96M 0.96%
39,082
-1,660
34
$9.84M 0.95%
354,494
-23,238
35
$9.27M 0.9%
26,733
-1,835
36
$9.23M 0.89%
32,458
+35
37
$9M 0.87%
56,916
-1,362
38
$8.99M 0.87%
133,433
+2,231
39
$8.88M 0.86%
125,332
+6,736
40
$8.11M 0.79%
153,435
+15,916
41
$7.99M 0.77%
43,778
-2,401
42
$7.96M 0.77%
16,099
-304
43
$7.92M 0.77%
38,584
+119
44
$7.71M 0.75%
177,822
-11,903
45
$7.53M 0.73%
178,846
-6,514
46
$7.5M 0.73%
14,854
-622
47
$7.33M 0.71%
64,602
-3,528
48
$7.11M 0.69%
46,691
-2,925
49
$7.08M 0.69%
39,958
-412
50
$6.91M 0.67%
90,868
+766
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