LNB

Ledyard National Bank Portfolio holdings

AUM $1.15B
1-Year Est. Return 21.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.18M
3
+$673K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$438K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$386K

Top Sells

1
+$2.5M
2
+$1.39M
3
+$1.33M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
AAPL icon
Apple
AAPL
+$1.08M

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
$4.72M 0.42%
19,137
-602
52
$4.64M 0.42%
58,166
-3,808
53
$4.59M 0.41%
180,216
-8,621
54
$4.56M 0.41%
40,481
+140
55
$4.55M 0.41%
19,637
+36
56
$4.53M 0.41%
16,049
-217
57
$4.52M 0.41%
12,825
-109
58
$4.52M 0.41%
54,915
-2,632
59
$4.44M 0.4%
58,429
-3,081
60
$4.21M 0.38%
78,065
-2,919
61
$3.76M 0.34%
53,358
-1,474
62
$3.66M 0.33%
4,795
-88
63
$3.61M 0.32%
47,798
-79
64
$3.58M 0.32%
15,153
+257
65
$3.48M 0.31%
14,669
-875
66
$3.46M 0.31%
110,238
-3,121
67
$3.46M 0.31%
10,544
-375
68
$3.44M 0.31%
30,717
-1,633
69
$3.44M 0.31%
6,122
-243
70
$3.32M 0.3%
47,818
-1,212
71
$3.12M 0.28%
23,037
+690
72
$3.05M 0.27%
12,943
-558
73
$3.02M 0.27%
10,177
-492
74
$2.98M 0.27%
22,745
-1,730
75
$2.91M 0.26%
33,102
-612
1 2
3
4 5