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
$972M
AUM Growth
+$93.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.45M
3
+$2.32M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.61M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$877K

Top Sells

1
+$3.33M
2
+$2.66M
3
+$1.14M
4
ETN icon
Eaton
ETN
+$644K
5
EVRG icon
Evergy
EVRG
+$401K

Sector Composition

1 Technology 19.9%
2 Healthcare 9.22%
3 Financials 6.84%
4 Consumer Discretionary 6.2%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.14M 0.22%
42,984
-1,255
77
$2.03M 0.21%
4,757
-107
78
$1.86M 0.19%
17,159
-670
79
$1.82M 0.19%
10,158
-75
80
$1.79M 0.18%
12,007
+110
81
$1.74M 0.18%
10,644
+1,241
82
$1.68M 0.17%
6,149
-314
83
$1.67M 0.17%
33,289
-1,170
84
$1.67M 0.17%
3,144
+196
85
$1.61M 0.17%
6,536
+1,300
86
$1.6M 0.16%
31,183
+393
87
$1.46M 0.15%
5,976
-45
88
$1.44M 0.15%
6,229
-153
89
$1.43M 0.15%
19,036
-279
90
$1.42M 0.15%
2,158
+227
91
$1.37M 0.14%
18,024
-1,754
92
$1.36M 0.14%
16,133
-2,295
93
$1.35M 0.14%
4,562
+789
94
$1.33M 0.14%
6,138
-187
95
$1.3M 0.13%
79,056
-2,637
96
$1.27M 0.13%
7,455
-819
97
$1.27M 0.13%
22,875
-145
98
$1.25M 0.13%
10,324
-798
99
$1.2M 0.12%
25,264
-295
100
$1.19M 0.12%
22,290
-654
2 3
4
5 6