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
$1.01B
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$6.25M
3
+$1.67M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.49M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.17M

Top Sells

1
+$12.5M
2
+$5.89M
3
+$4.77M
4
AAPL icon
Apple
AAPL
+$1.74M
5
MSFT icon
Microsoft
MSFT
+$1.73M

Sector Composition

1 Technology 17.34%
2 Healthcare 7.25%
3 Financials 7.16%
4 Consumer Discretionary 5.26%
5 Consumer Staples 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.51M 0.45%
122,341
-2,484
52
$4.32M 0.43%
49,235
-69
53
$4.31M 0.43%
7,700
-599
54
$4.31M 0.43%
62,438
-105
55
$4.3M 0.43%
86,296
-19,499
56
$4.23M 0.42%
12,822
+148
57
$4.13M 0.41%
19,689
-965
58
$4.1M 0.41%
16,476
+444
59
$4.06M 0.4%
31,644
+4,326
60
$3.96M 0.39%
6,245
-280
61
$3.77M 0.37%
54,214
+4,507
62
$3.72M 0.37%
4,507
-18
63
$3.64M 0.36%
17,627
-825
64
$3.42M 0.34%
14,487
+896
65
$3.41M 0.34%
48,123
-218
66
$3.33M 0.33%
12,121
-1,009
67
$3.14M 0.31%
28,600
-7,225
68
$3.08M 0.31%
29,558
-3,220
69
$2.97M 0.29%
27,399
-94
70
$2.95M 0.29%
11,920
-1,834
71
$2.95M 0.29%
49,939
-2,643
72
$2.94M 0.29%
40,641
-16,533
73
$2.88M 0.28%
9,425
-151
74
$2.86M 0.28%
15,098
-8,101
75
$2.83M 0.28%
18,891
-1,434
1 2
3
4 5