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
$871M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$6.23M
3
+$2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.37M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$668K

Top Sells

1
+$11.6M
2
+$4.32M
3
+$1.68M
4
CPNG icon
Coupang
CPNG
+$1.57M
5
AMZN icon
Amazon
AMZN
+$1.27M

Sector Composition

1 Technology 20.23%
2 Healthcare 10.66%
3 Financials 8.64%
4 Consumer Staples 7.78%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.28M 0.26%
46,434
-411
77
$2.24M 0.26%
18,058
-4,510
78
$2.2M 0.25%
17,937
-699
79
$2.19M 0.25%
31,548
-379
80
$2.01M 0.23%
19,889
-285
81
$1.88M 0.22%
21,439
-990
82
$1.78M 0.2%
37,124
-1,500
83
$1.77M 0.2%
10,866
+363
84
$1.77M 0.2%
22,776
-3,408
85
$1.76M 0.2%
18,007
-366
86
$1.71M 0.2%
4,717
-29
87
$1.65M 0.19%
19,924
-700
88
$1.62M 0.19%
10,800
-1,949
89
$1.55M 0.18%
6,602
-15
90
$1.55M 0.18%
11,534
-217
91
$1.51M 0.17%
84,780
-19,320
92
$1.5M 0.17%
2,606
-50
93
$1.47M 0.17%
20,564
+3
94
$1.43M 0.16%
4,166
-134
95
$1.33M 0.15%
6,522
-236
96
$1.32M 0.15%
12,503
-9
97
$1.31M 0.15%
5,870
-184
98
$1.27M 0.15%
6,925
99
$1.21M 0.14%
9,230
-340
100
$1.14M 0.13%
10,432
+560
2 3
4
5 6