LNB
Ledyard National Bank Portfolio holdings
AUM
$1.06B
1-Year Return
16.17%
This Quarter Return
-0.2%
1 Year Return
+16.17%
3 Year Return
+60.74%
5 Year Return
+103.03%
10 Year Return
+227.36%
AUM
$822M
AUM Growth
-$2.77M
(-0.34%)
Cap. Flow
+$1.75M
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
19.07%
Holding
835
New
27
Increased
112
Reduced
259
Closed
85
Top Buys
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$5.32M |
| 2 |
Welltower
WELL
|
+$4.77M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$4.34M |
| 4 |
Prudential Financial
PRU
|
+$4.14M |
| 5 |
Invesco KBW Bank ETF
KBWB
|
+$3.4M |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
+$6.64M |
| 2 |
Markel Group
MKL
|
+$5.03M |
| 3 |
3M
MMM
|
+$3.82M |
| 4 |
Rockwell Automation
ROK
|
+$3.56M |
| 5 |
KeyCorp
KEY
|
+$3.47M |
Sector Composition
| 1 | Technology | 16.92% |
| 2 | Healthcare | 10.73% |
| 3 | Financials | 8.3% |
| 4 | Consumer Discretionary | 7.42% |
| 5 | Consumer Staples | 6.51% |
