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
$850M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$12.7M
3
+$9.27M
4
CVS icon
CVS Health
CVS
+$5.28M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.54M

Top Sells

1
+$9.31M
2
+$4.78M
3
+$3.95M
4
LH icon
Labcorp
LH
+$3.9M
5
META icon
Meta Platforms (Facebook)
META
+$2.99M

Sector Composition

1 Technology 18.44%
2 Healthcare 12%
3 Financials 9.72%
4 Consumer Staples 8.04%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.19M 0.73%
97,335
+7,612
52
$6.04M 0.71%
8,367
-528
53
$5.95M 0.7%
36,039
-1,947
54
$5.77M 0.68%
64,984
-2,912
55
$5.75M 0.68%
91,363
+2,277
56
$5.61M 0.66%
72,155
-1,610
57
$5.53M 0.65%
86,008
+2,234
58
$5.51M 0.65%
59,100
+56,627
59
$5.2M 0.61%
15,459
-269
60
$4.94M 0.58%
23,736
-60
61
$4.92M 0.58%
31,141
-26
62
$4.64M 0.55%
184,398
+44,706
63
$4.49M 0.53%
114,145
-633
64
$4.4M 0.52%
68,821
-4,578
65
$4.14M 0.49%
22,922
-725
66
$4.04M 0.47%
21,105
-2,044
67
$3.72M 0.44%
44,553
-1,745
68
$3.7M 0.44%
21,877
69
$3.64M 0.43%
9,531
-315
70
$3.34M 0.39%
30,284
-485
71
$2.89M 0.34%
17,869
-110
72
$2.73M 0.32%
11,412
-195
73
$2.64M 0.31%
21,255
-852
74
$2.58M 0.3%
20,642
-354
75
$2.57M 0.3%
22,568
-5,277
1 2
3
4 5