LNB

Ledyard National Bank Portfolio holdings

AUM $1.12B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.45M
3
+$3.13M
4
LMT icon
Lockheed Martin
LMT
+$2.41M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.56M

Top Sells

1
+$4.85M
2
+$3.69M
3
+$3.1M
4
PFE icon
Pfizer
PFE
+$2.11M
5
FHI icon
Federated Hermes
FHI
+$1.68M

Sector Composition

1 Technology 19.83%
2 Healthcare 8.33%
3 Financials 6.14%
4 Consumer Discretionary 5.69%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.13%
37,049
-4,939
27
$11.6M 1.12%
446,121
+60,375
28
$11.5M 1.12%
107,584
+847
29
$11.2M 1.09%
101,537
-6,306
30
$10.8M 1.05%
162,065
+179
31
$10.7M 1.04%
42,975
-2,092
32
$9.81M 0.95%
31,389
-1,069
33
$9.35M 0.91%
134,808
+9,476
34
$8.78M 0.85%
131,472
-1,961
35
$8.57M 0.83%
16,831
+732
36
$8.42M 0.82%
158,931
+5,496
37
$8.4M 0.82%
38,081
-1,001
38
$8.23M 0.8%
38,562
-22
39
$8.21M 0.8%
14,773
-81
40
$8.14M 0.79%
44,390
-2,301
41
$8.05M 0.78%
55,077
-1,839
42
$7.8M 0.76%
278,938
-75,556
43
$7.61M 0.74%
41,677
-2,101
44
$6.92M 0.67%
6,581
-400
45
$6.68M 0.65%
22,003
-4,730
46
$6.59M 0.64%
88,879
-1,989
47
$6.45M 0.63%
34,216
-5,537
48
$6.25M 0.61%
152,062
-26,784
49
$6.21M 0.6%
158,569
-19,253
50
$5.85M 0.57%
53,096
-11,506
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