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
$1.03B
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$3.67M
3
+$2.58M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.08M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$845K

Top Sells

1
+$5.16M
2
+$2.43M
3
+$1.83M
4
AAPL icon
Apple
AAPL
+$1.81M
5
ETN icon
Eaton
ETN
+$1.73M

Sector Composition

1 Technology 18.57%
2 Healthcare 8.94%
3 Financials 6.57%
4 Consumer Staples 6.17%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.72M 0.65%
6,981
-454
52
$6.08M 0.59%
69,762
-978
53
$5.92M 0.57%
79,866
-1,090
54
$5.6M 0.54%
22,945
-3,940
55
$4.96M 0.48%
54,220
-12,935
56
$4.94M 0.48%
9,450
-8
57
$4.76M 0.46%
131,798
-142,933
58
$4.76M 0.46%
12,982
+622
59
$4.08M 0.39%
19,568
-814
60
$4.07M 0.39%
51,064
-5,899
61
$4.05M 0.39%
15,572
-1,215
62
$4M 0.39%
74,852
-7,136
63
$3.69M 0.36%
56,430
-4,049
64
$3.6M 0.35%
20,598
-926
65
$3.6M 0.35%
19,781
-105
66
$3.47M 0.34%
29,862
+32
67
$3.26M 0.32%
56,738
+78
68
$3.03M 0.29%
3,898
-100
69
$3.01M 0.29%
47,163
-2,126
70
$2.9M 0.28%
48,197
-160
71
$2.79M 0.27%
11,161
-569
72
$2.34M 0.23%
20,568
-1,303
73
$2.34M 0.23%
30,585
-5,681
74
$2.28M 0.22%
20,927
-505
75
$2.25M 0.22%
4,670
-87
1 2
3
4 5