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
$977M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$5.57M
3
+$1.69M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.35M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$978K

Top Sells

1
+$5.35M
2
+$3.19M
3
+$1.68M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.11M
5
PG icon
Procter & Gamble
PG
+$746K

Sector Composition

1 Technology 21.56%
2 Financials 9.63%
3 Healthcare 9.49%
4 Consumer Discretionary 8.39%
5 Consumer Staples 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.99M 0.72%
72,678
-1,831
52
$6.97M 0.71%
103,701
+3,087
53
$6.82M 0.7%
97,395
-2,946
54
$6.77M 0.69%
51,403
-818
55
$6.75M 0.69%
41,784
-333
56
$6.61M 0.68%
84,525
+77,471
57
$6.57M 0.67%
117,194
+1,673
58
$6.4M 0.66%
77,774
+985
59
$6.1M 0.62%
23,500
+124
60
$6.07M 0.62%
28,058
+718
61
$6.06M 0.62%
31,588
+275
62
$5.77M 0.59%
30,254
-294
63
$5.61M 0.57%
13,099
-1,145
64
$5.57M 0.57%
+164,193
65
$5.08M 0.52%
84,089
-702
66
$5.03M 0.51%
84,016
-1,403
67
$4.64M 0.47%
101,150
-1,263
68
$4.52M 0.46%
8,091
+147
69
$4.45M 0.46%
30,144
-1,220
70
$4.23M 0.43%
31,825
-1,249
71
$4.17M 0.43%
34,142
-2,055
72
$3.87M 0.4%
56,360
-266
73
$3.83M 0.39%
52,231
-2,136
74
$3.71M 0.38%
24,005
-988
75
$3.68M 0.38%
24,833
-1,349
1 2
3
4 5