LNB

Ledyard National Bank Portfolio holdings

AUM $1.06B
1-Year Est. Return 16.17%
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$828M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$4.95M
3
+$1.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.06M
5
CPNG icon
Coupang
CPNG
+$1.06M

Top Sells

1
+$7.37M
2
+$5.66M
3
+$5.1M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$4.58M
5
UNH icon
UnitedHealth
UNH
+$3.21M

Sector Composition

1 Technology 19.92%
2 Healthcare 11.98%
3 Financials 9.23%
4 Consumer Discretionary 8.55%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.83M 0.34%
18,473
-1,045
77
$2.67M 0.32%
22,475
-1,046
78
$2.59M 0.31%
30,221
+2,250
79
$2.55M 0.31%
50,946
-3,144
80
$2.53M 0.31%
32,804
-1,245
81
$2.48M 0.3%
11,796
+806
82
$2.29M 0.28%
21,053
-691
83
$2.18M 0.26%
22,898
-271
84
$2.13M 0.26%
20,795
-811
85
$2.05M 0.25%
40,946
-47
86
$1.98M 0.24%
7,763
-244
87
$1.96M 0.24%
27,474
+97
88
$1.95M 0.24%
14,169
-788
89
$1.89M 0.23%
109,882
+463
90
$1.89M 0.23%
13,985
-37,712
91
$1.85M 0.22%
45,681
-1,164
92
$1.78M 0.21%
18,492
-38
93
$1.75M 0.21%
38,078
-629
94
$1.74M 0.21%
21,517
+907
95
$1.62M 0.2%
25,915
-1,277
96
$1.56M 0.19%
4,941
-127
97
$1.56M 0.19%
10,751
+2,248
98
$1.5M 0.18%
6,911
-97
99
$1.48M 0.18%
20,200
-150
100
$1.47M 0.18%
6,875
-875
2 3
4
5 6