LNB

Ledyard National Bank Portfolio holdings

AUM $1.15B
1-Year Est. Return 21.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.18M
3
+$673K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$438K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$386K

Top Sells

1
+$2.5M
2
+$1.39M
3
+$1.33M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
AAPL icon
Apple
AAPL
+$1.08M

Sector Composition

1 Technology 19.42%
2 Financials 7%
3 Healthcare 5.99%
4 Consumer Discretionary 5.07%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.9M 1.07%
82,622
-2,918
27
$11.2M 1%
36,279
-1,718
28
$10.5M 0.94%
167,586
+2,286
29
$9.29M 0.83%
50,127
-834
30
$8.85M 0.79%
44,622
-1,484
31
$8.69M 0.78%
35,670
-417
32
$8.66M 0.78%
23,146
-1,479
33
$8.65M 0.77%
229,399
+8,032
34
$8.1M 0.73%
32,235
-801
35
$7.95M 0.71%
181,584
+3,183
36
$7.86M 0.7%
131,623
-4,444
37
$7.79M 0.7%
27,601
-841
38
$7.56M 0.68%
79,373
-1,654
39
$6.87M 0.62%
31,816
-1,664
40
$6.45M 0.58%
76,839
-8,060
41
$6.33M 0.57%
168,668
-909
42
$6.15M 0.55%
17,812
+347
43
$5.85M 0.52%
207,328
-9,353
44
$5.76M 0.52%
12,066
-426
45
$5.2M 0.47%
18,506
-419
46
$5.16M 0.46%
27,637
+491
47
$5.06M 0.45%
44,950
-397
48
$5.05M 0.45%
49,031
-436
49
$4.92M 0.44%
7,381
-335
50
$4.85M 0.43%
34,416
-418
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