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
$850M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$12.7M
3
+$9.27M
4
CVS icon
CVS Health
CVS
+$5.28M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.54M

Top Sells

1
+$9.31M
2
+$4.78M
3
+$3.95M
4
LH icon
Labcorp
LH
+$3.9M
5
META icon
Meta Platforms (Facebook)
META
+$2.99M

Sector Composition

1 Technology 18.44%
2 Healthcare 12%
3 Financials 9.72%
4 Consumer Staples 8.04%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.41M 0.28%
163,876
77
$2.3M 0.27%
31,927
-168
78
$2.29M 0.27%
47,312
-2,502
79
$2.21M 0.26%
20,174
-777
80
$2.21M 0.26%
46,845
+24
81
$2.18M 0.26%
18,636
-753
82
$1.91M 0.22%
26,184
-1,156
83
$1.89M 0.22%
10,503
-138
84
$1.85M 0.22%
18,373
+87
85
$1.85M 0.22%
22,429
+952
86
$1.84M 0.22%
37,483
+264
87
$1.8M 0.21%
38,624
-1,097
88
$1.8M 0.21%
104,100
-1,546
89
$1.65M 0.19%
4,746
90
$1.65M 0.19%
12,749
-680
91
$1.6M 0.19%
11,751
-1,634
92
$1.57M 0.19%
4,300
+15
93
$1.54M 0.18%
20,624
-2,076
94
$1.46M 0.17%
2,656
+329
95
$1.46M 0.17%
6,617
-284
96
$1.43M 0.17%
6,758
-508
97
$1.42M 0.17%
6,054
-153
98
$1.35M 0.16%
12,512
-324
99
$1.35M 0.16%
20,561
-1,733
100
$1.35M 0.16%
9,570
+1,209
2 3
4
5 6