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
$1.06B
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.2M
3
+$3.11M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.75M

Top Sells

1
+$2.6M
2
+$2.58M
3
+$2.54M
4
AVGO icon
Broadcom
AVGO
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 20.16%
2 Healthcare 6.75%
3 Financials 6.48%
4 Consumer Discretionary 5.55%
5 Consumer Staples 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.1M 1.04%
91,472
-5,721
27
$11M 1.04%
40,878
-856
28
$10.6M 1%
106,694
-15,237
29
$10.5M 0.99%
148,633
+8,703
30
$9.68M 0.91%
29,157
-4,816
31
$9.61M 0.9%
167,860
+7,440
32
$8.87M 0.83%
17,540
+873
33
$8.72M 0.82%
146,033
-28,183
34
$8.52M 0.8%
34,517
-2,615
35
$8.38M 0.79%
153,798
-47,407
36
$7.92M 0.74%
35,045
-2,697
37
$7.66M 0.72%
40,212
-2,834
38
$7.61M 0.72%
38,847
-1,316
39
$7.52M 0.71%
28,865
-1,974
40
$7.52M 0.71%
52,013
-2,170
41
$7.27M 0.68%
20,676
-998
42
$6.26M 0.59%
78,393
+12,850
43
$6.09M 0.57%
13,704
-1,094
44
$5.53M 0.52%
87,197
-40,941
45
$5.44M 0.51%
205,123
-42,815
46
$5.29M 0.5%
232,164
-431
47
$5.27M 0.5%
64,346
-8,656
48
$5.11M 0.48%
105,795
-32,614
49
$4.86M 0.46%
8,299
-95
50
$4.68M 0.44%
124,825
-24,559
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