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
$828M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$4.95M
3
+$1.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.06M
5
CPNG icon
Coupang
CPNG
+$1.06M

Top Sells

1
+$7.37M
2
+$5.66M
3
+$5.1M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$4.58M
5
UNH icon
UnitedHealth
UNH
+$3.21M

Sector Composition

1 Technology 19.92%
2 Healthcare 11.98%
3 Financials 9.23%
4 Consumer Discretionary 8.55%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.81M 0.7%
37,829
-848
52
$5.8M 0.7%
75,938
+327
53
$5.74M 0.69%
15,690
+317
54
$5.69M 0.69%
75,928
+800
55
$5.66M 0.68%
24,987
-160
56
$5.58M 0.67%
88,927
-922
57
$5.5M 0.66%
22,773
-5,259
58
$5.46M 0.66%
130,948
-1,416
59
$5.44M 0.66%
9,205
-353
60
$5.21M 0.63%
82,058
+420
61
$5.16M 0.62%
81,567
+5,034
62
$4.91M 0.59%
26,041
-3,351
63
$4.9M 0.59%
31,036
+466
64
$4.48M 0.54%
22,234
-601
65
$4.27M 0.52%
65,556
-4,777
66
$4.07M 0.49%
25,077
67
$3.91M 0.47%
23,466
+120
68
$3.86M 0.47%
108,186
+550
69
$3.85M 0.46%
10,196
-586
70
$3.63M 0.44%
46,878
-3,320
71
$3.49M 0.42%
21,662
-11
72
$3.27M 0.39%
68,190
+3,414
73
$3.25M 0.39%
135,987
+11,658
74
$3.12M 0.38%
27,957
-568
75
$2.93M 0.35%
23,022
-830
1 2
3
4 5