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
$878M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.76M
3
+$1.74M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$937K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$818K

Top Sells

1
+$8.61M
2
+$6.17M
3
+$3.92M
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.67M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$870K

Sector Composition

1 Technology 17.88%
2 Healthcare 10.71%
3 Consumer Discretionary 8.63%
4 Financials 6.68%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$29K ﹤0.01%
800
477
$28K ﹤0.01%
1,170
-23,150
478
$28K ﹤0.01%
1,334
479
$28K ﹤0.01%
808
480
$27K ﹤0.01%
436
481
$27K ﹤0.01%
72
482
$26K ﹤0.01%
66
483
$26K ﹤0.01%
166
484
$26K ﹤0.01%
200
485
$26K ﹤0.01%
1,738
+388
486
$26K ﹤0.01%
1,500
487
$26K ﹤0.01%
1,000
488
$25K ﹤0.01%
268
489
$25K ﹤0.01%
175
-5
490
$25K ﹤0.01%
370
491
$25K ﹤0.01%
1,043
492
$25K ﹤0.01%
158
493
$25K ﹤0.01%
296
494
$25K ﹤0.01%
285
495
$25K ﹤0.01%
1,030
496
$25K ﹤0.01%
471
497
$25K ﹤0.01%
1,015
498
$24K ﹤0.01%
338
499
$24K ﹤0.01%
620
500
$24K ﹤0.01%
1,814
18 19
20
21 22