LNB
Ledyard National Bank Portfolio holdings
AUM
$1.16B
1-Year Est. Return
20.23%
This Fund
S&P 500
1 Year Est. Return
+20.23%
AUM
$1.12B
AUM Growth
+$57.3M
(+5.4%)
Holding
231
Top Buys
| 1 | +$2.28M | |
| 2 | +$1.22M | |
| 3 | +$674K | |
| 4 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$456K |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$388K |
Top Sells
| 1 | +$2.75M | |
| 2 | +$1.43M | |
| 3 | +$1.42M | |
| 4 |
Apple
AAPL
|
+$1.22M |
| 5 |
Amazon
AMZN
|
+$1.12M |
Sector Composition
| 1 | Technology | 19.42% |
| 2 | Financials | 7% |
| 3 | Healthcare | 5.99% |
| 4 | Consumer Discretionary | 5.07% |
| 5 | Industrials | 4.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Accenture
ACN
$162B
| $4.72M | 0.42% |
19,137
-602
|
|
||
52
Vanguard FTSE Europe ETF
VGK
$30.7B
| $4.64M | 0.42% |
58,166
-3,808
|
|
||
53
Pfizer
PFE
$150B
| $4.59M | 0.41% |
180,216
-8,621
|
|
||
54
Exxon Mobil
XOM
$596B
| $4.56M | 0.41% |
40,481
+140
|
|
||
55
AbbVie
ABBV
$394B
| $4.55M | 0.41% |
19,637
+36
|
|
||
56
IBM
IBM
$287B
| $4.53M | 0.41% |
16,049
-217
|
|
||
57
Adobe
ADBE
$120B
| $4.52M | 0.41% |
12,825
-109
|
|
||
58
MetLife
MET
$52B
| $4.52M | 0.41% |
54,915
-2,632
|
|
||
59
Evergy
EVRG
$17.7B
| $4.44M | 0.4% |
58,429
-3,081
|
|
||
60
State Street Financial Select Sector SPDR ETF
XLF
$55B
| $4.21M | 0.38% |
78,065
-2,919
|
|
||
61
Masco
MAS
$13.7B
| $3.76M | 0.34% |
53,358
-1,474
|
|
||
62
Eli Lilly
LLY
$928B
| $3.66M | 0.33% |
4,795
-88
|
|
||
63
NextEra Energy
NEE
$183B
| $3.61M | 0.32% |
47,798
-79
|
|
||
64
Union Pacific
UNP
$139B
| $3.58M | 0.32% |
15,153
+257
|
|
||
65
Salesforce
CRM
$199B
| $3.48M | 0.31% |
14,669
-875
|
|
||
66
Comcast
CMCSA
$108B
| $3.46M | 0.31% |
110,238
-3,121
|
|
||
67
Vanguard Total Stock Market ETF
VTI
$580B
| $3.46M | 0.31% |
10,544
-375
|
|
||
68
EOG Resources
EOG
$60.8B
| $3.44M | 0.31% |
30,717
-1,633
|
|
||
69
Regeneron Pharmaceuticals
REGN
$77.9B
| $3.44M | 0.31% |
6,122
-243
|
|
||
70
Vanguard ESG International Stock ETF
VSGX
$5.93B
| $3.32M | 0.3% |
47,818
-1,212
|
|
||
71
iShares ESG Optimized MSCI USA ETF
SUSA
$3.76B
| $3.12M | 0.28% |
23,037
+690
|
|
||
72
Lincoln Electric
LECO
$14.6B
| $3.05M | 0.27% |
12,943
-558
|
|
||
73
Vanguard Industrials ETF
VIS
$6.82B
| $3.02M | 0.27% |
10,177
-492
|
|
||
74
Emerson Electric
EMR
$82.6B
| $2.98M | 0.27% |
22,745
-1,730
|
|
||
75
Vanguard FTSE Pacific ETF
VPL
$9.14B
| $2.91M | 0.26% |
33,102
-612
|
|