LNB

Ledyard National Bank Portfolio holdings

AUM $1.12B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.45M
3
+$3.13M
4
LMT icon
Lockheed Martin
LMT
+$2.41M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.56M

Top Sells

1
+$4.85M
2
+$3.69M
3
+$3.1M
4
PFE icon
Pfizer
PFE
+$2.11M
5
FHI icon
Federated Hermes
FHI
+$1.68M

Sector Composition

1 Technology 19.83%
2 Healthcare 8.33%
3 Financials 6.14%
4 Consumer Discretionary 5.69%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.67M 0.55%
38,269
-1,689
52
$5.35M 0.52%
67,979
-1,783
53
$5.35M 0.52%
76,194
-3,672
54
$4.64M 0.45%
8,529
-921
55
$4.54M 0.44%
19,308
-3,637
56
$4.48M 0.43%
234,244
+163,929
57
$4.37M 0.42%
19,318
-250
58
$4.36M 0.42%
13,104
+122
59
$3.97M 0.39%
4,383
+485
60
$3.95M 0.38%
14,762
-810
61
$3.69M 0.36%
69,662
-5,190
62
$3.43M 0.33%
29,838
-24
63
$3.4M 0.33%
19,839
+58
64
$3.33M 0.32%
47,065
-98
65
$3.27M 0.32%
48,264
+67
66
$3.26M 0.32%
19,748
-850
67
$3.14M 0.31%
54,885
-1,853
68
$3.11M 0.3%
39,891
-14,329
69
$2.98M 0.29%
24,130
+900
70
$2.66M 0.26%
80,821
-50,977
71
$2.58M 0.25%
43,711
-7,353
72
$2.5M 0.24%
10,487
-674
73
$2.41M 0.23%
+5,157
74
$2.38M 0.23%
21,201
+274
75
$2.25M 0.22%
29,422
-1,163
1 2
3
4 5