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
$972M
AUM Growth
+$93.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.45M
3
+$2.32M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.61M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$877K

Top Sells

1
+$3.33M
2
+$2.66M
3
+$1.14M
4
ETN icon
Eaton
ETN
+$644K
5
EVRG icon
Evergy
EVRG
+$401K

Sector Composition

1 Technology 19.9%
2 Healthcare 9.22%
3 Financials 6.84%
4 Consumer Discretionary 6.2%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.49M 0.67%
90,102
+990
52
$6.45M 0.66%
67,155
-1,222
53
$5.93M 0.61%
26,885
-12,084
54
$5.83M 0.6%
70,740
+3,918
55
$5.75M 0.59%
40,370
+556
56
$5.35M 0.55%
80,956
-358
57
$4.5M 0.46%
56,963
-1,702
58
$4.5M 0.46%
9,458
+35
59
$4.28M 0.44%
81,988
-7,680
60
$3.98M 0.41%
16,787
-877
61
$3.92M 0.4%
20,382
-219
62
$3.66M 0.38%
21,524
-696
63
$3.65M 0.38%
12,360
+10,913
64
$3.49M 0.36%
60,479
-3,483
65
$3.13M 0.32%
56,660
+813
66
$3.08M 0.32%
19,886
+2,859
67
$2.99M 0.31%
49,289
+1,941
68
$2.98M 0.31%
29,830
+1,028
69
$2.73M 0.28%
11,730
+933
70
$2.61M 0.27%
36,266
-1,580
71
$2.54M 0.26%
48,357
+447
72
$2.41M 0.25%
21,871
+2,278
73
$2.33M 0.24%
3,998
+22
74
$2.15M 0.22%
21,432
+1,911
75
$2.15M 0.22%
17,209
-1,298
1 2
3
4 5