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
$871M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$6.23M
3
+$2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.37M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$668K

Top Sells

1
+$11.6M
2
+$4.32M
3
+$1.68M
4
CPNG icon
Coupang
CPNG
+$1.57M
5
AMZN icon
Amazon
AMZN
+$1.27M

Sector Composition

1 Technology 20.23%
2 Healthcare 10.66%
3 Financials 8.64%
4 Consumer Staples 7.78%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.12M 0.7%
190,355
-6,888
52
$6.11M 0.7%
70,081
-6,184
53
$6.07M 0.7%
58,318
-6,666
54
$5.92M 0.68%
15,372
-87
55
$5.92M 0.68%
87,253
+1,245
56
$5.52M 0.63%
90,308
-1,055
57
$5.46M 0.63%
67,764
-4,391
58
$4.83M 0.56%
83,414
-4,147
59
$4.48M 0.52%
60,348
+1,248
60
$4.47M 0.51%
22,803
-933
61
$4.04M 0.46%
19,802
-1,303
62
$3.99M 0.46%
21,869
-1,053
63
$3.95M 0.45%
65,531
-3,290
64
$3.81M 0.44%
29,998
-1,143
65
$3.74M 0.43%
9,135
-396
66
$3.52M 0.4%
20,933
-944
67
$3.46M 0.4%
113,888
-257
68
$3.42M 0.39%
44,348
-205
69
$3.33M 0.38%
30,324
+40
70
$3.12M 0.36%
20,638
-617
71
$2.76M 0.32%
17,314
-555
72
$2.52M 0.29%
46,296
-1,016
73
$2.49M 0.29%
20,157
-485
74
$2.45M 0.28%
46,828
+9,345
75
$2.44M 0.28%
10,948
-464
1 2
3
4 5