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
$539M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$14M
3
+$12.2M
4
VV icon
Vanguard Large-Cap ETF
VV
+$11.9M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.36%
2 Consumer Discretionary 10.01%
3 Financials 9.65%
4 Industrials 7.87%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.85M 0.71%
+21,053
52
$3.82M 0.71%
+64,580
53
$3.72M 0.69%
+60,939
54
$3.72M 0.69%
+90,080
55
$3.59M 0.67%
+147,449
56
$3.28M 0.61%
+116,243
57
$3.24M 0.6%
+113,330
58
$3.22M 0.6%
+56,390
59
$3.21M 0.6%
+28,027
60
$3.16M 0.59%
+47,145
61
$3.14M 0.58%
+44,200
62
$3.1M 0.57%
+59,448
63
$3.03M 0.56%
+60,199
64
$3.02M 0.56%
+35,255
65
$2.98M 0.55%
+43,315
66
$2.89M 0.54%
+52,977
67
$2.85M 0.53%
+62,071
68
$2.82M 0.52%
+69,053
69
$2.64M 0.49%
+35,465
70
$2.56M 0.48%
+73,535
71
$2.48M 0.46%
+55,935
72
$2.47M 0.46%
+54,836
73
$2.4M 0.45%
+49,210
74
$2.32M 0.43%
+4,403
75
$2.1M 0.39%
+34,640
1 2
3
4 5