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
$918M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.18M
3
+$5.39M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.17M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.05M

Top Sells

1
+$9.25M
2
+$5.03M
3
+$4.7M
4
AMZN icon
Amazon
AMZN
+$2.74M
5
AAPL icon
Apple
AAPL
+$1.39M

Sector Composition

1 Technology 20.47%
2 Healthcare 9.96%
3 Financials 8.18%
4 Consumer Staples 6.96%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.04M 0.66%
33,547
-416
52
$5.81M 0.63%
66,001
-1,763
53
$5.57M 0.61%
7,753
-278
54
$5.49M 0.6%
41,640
-160
55
$5.39M 0.59%
+121,659
56
$5.23M 0.57%
89,541
-767
57
$4.88M 0.53%
28,741
-6,745
58
$4.65M 0.51%
82,183
-1,231
59
$4.46M 0.49%
64,575
+4,227
60
$4.42M 0.48%
64,936
-595
61
$4.33M 0.47%
22,109
-694
62
$4.19M 0.46%
9,463
+328
63
$4.09M 0.45%
18,556
-1,246
64
$4.06M 0.44%
21,897
+28
65
$3.77M 0.41%
29,900
-98
66
$3.6M 0.39%
20,698
+60
67
$3.35M 0.37%
45,181
+833
68
$3.27M 0.36%
30,502
+178
69
$2.96M 0.32%
20,933
70
$2.94M 0.32%
39,614
-67,881
71
$2.92M 0.32%
112,016
-1,872
72
$2.9M 0.32%
54,693
+7,865
73
$2.48M 0.27%
47,265
+831
74
$2.42M 0.26%
44,895
-1,401
75
$2.4M 0.26%
19,600
-557
1 2
3
4 5