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
$1.06B
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.2M
3
+$3.11M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.75M

Top Sells

1
+$2.6M
2
+$2.58M
3
+$2.54M
4
AVGO icon
Broadcom
AVGO
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 20.16%
2 Healthcare 6.75%
3 Financials 6.48%
4 Consumer Discretionary 5.55%
5 Consumer Staples 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.65M 0.44%
6,525
+134
52
$4.6M 0.43%
12,674
-609
53
$4.45M 0.42%
49,304
-206
54
$4.44M 0.42%
35,825
-12,739
55
$4.43M 0.42%
32,778
-4,105
56
$4.43M 0.42%
41,140
+150
57
$4.35M 0.41%
23,199
-7,123
58
$4.29M 0.4%
18,452
-475
59
$4.06M 0.38%
57,174
-29,730
60
$3.85M 0.36%
62,543
-4,010
61
$3.81M 0.36%
13,130
-522
62
$3.69M 0.35%
27,493
+866
63
$3.67M 0.35%
20,654
+28
64
$3.61M 0.34%
49,707
+23,560
65
$3.52M 0.33%
16,032
+1,724
66
$3.5M 0.33%
13,754
-3,764
67
$3.49M 0.33%
4,525
-11
68
$3.47M 0.33%
48,341
+634
69
$3.35M 0.32%
27,318
+12,993
70
$3.1M 0.29%
13,591
+3,390
71
$3.09M 0.29%
20,325
-510
72
$2.98M 0.28%
52,582
+771
73
$2.8M 0.26%
9,576
-238
74
$2.79M 0.26%
5,736
+462
75
$2.61M 0.25%
21,502
-1,434
1 2
3
4 5