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
$918M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.18M
3
+$5.39M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.17M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.05M

Top Sells

1
+$9.25M
2
+$5.03M
3
+$4.7M
4
AMZN icon
Amazon
AMZN
+$2.74M
5
AAPL icon
Apple
AAPL
+$1.39M

Sector Composition

1 Technology 20.47%
2 Healthcare 9.96%
3 Financials 8.18%
4 Consumer Staples 6.96%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.31M 0.25%
10,522
-426
77
$2.3M 0.25%
17,035
-279
78
$2.14M 0.23%
19,616
-273
79
$1.99M 0.22%
31,073
-475
80
$1.97M 0.21%
17,822
-115
81
$1.89M 0.21%
4,800
+83
82
$1.87M 0.2%
19,778
-146
83
$1.86M 0.2%
3,956
-210
84
$1.84M 0.2%
11,721
+855
85
$1.8M 0.2%
10,571
-229
86
$1.73M 0.19%
17,648
-359
87
$1.73M 0.19%
18,443
-2,996
88
$1.68M 0.18%
6,602
89
$1.61M 0.18%
22,567
-209
90
$1.55M 0.17%
11,232
-302
91
$1.51M 0.16%
2,893
+287
92
$1.5M 0.16%
20,714
+150
93
$1.43M 0.16%
81,855
-2,925
94
$1.32M 0.14%
6,925
95
$1.32M 0.14%
6,207
+337
96
$1.29M 0.14%
38,496
-276,577
97
$1.24M 0.13%
9,230
98
$1.21M 0.13%
6,263
-259
99
$1.21M 0.13%
8,944
-9,114
100
$1.13M 0.12%
8,496
-110
2 3
4
5 6