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
626
$6K ﹤0.01%
+170
627
$6K ﹤0.01%
126
628
$6K ﹤0.01%
48
629
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50
630
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631
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632
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49
633
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634
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77
+7
635
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45
636
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637
$6K ﹤0.01%
299
638
$6K ﹤0.01%
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$5K ﹤0.01%
100
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641
$5K ﹤0.01%
100
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65
643
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645
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+45
646
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+105
647
$5K ﹤0.01%
+111
648
$5K ﹤0.01%
+105
649
$5K ﹤0.01%
100
650
$5K ﹤0.01%
96
24 25
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