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
$1.03B
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$3.67M
3
+$2.58M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.08M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$845K

Top Sells

1
+$5.16M
2
+$2.43M
3
+$1.83M
4
AAPL icon
Apple
AAPL
+$1.81M
5
ETN icon
Eaton
ETN
+$1.73M

Sector Composition

1 Technology 18.57%
2 Healthcare 8.94%
3 Financials 6.57%
4 Consumer Staples 6.17%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.15M 0.21%
16,349
-860
77
$2.1M 0.2%
23,230
+2,950
78
$2.03M 0.2%
10,630
-14
79
$1.97M 0.19%
40,494
-2,490
80
$1.85M 0.18%
11,710
-297
81
$1.81M 0.18%
3,116
-28
82
$1.79M 0.17%
5,976
83
$1.77M 0.17%
5,887
-262
84
$1.72M 0.17%
18,038
+14
85
$1.6M 0.16%
6,514
-22
86
$1.56M 0.15%
15,974
-159
87
$1.53M 0.15%
8,344
-1,814
88
$1.53M 0.15%
16,315
-844
89
$1.53M 0.15%
28,148
-3,035
90
$1.51M 0.15%
6,057
-172
91
$1.51M 0.15%
2,059
-99
92
$1.5M 0.15%
18,823
-213
93
$1.32M 0.13%
6,408
94
$1.31M 0.13%
5,766
-179
95
$1.31M 0.13%
4,652
+90
96
$1.3M 0.13%
21,465
-1,410
97
$1.25M 0.12%
9,660
-664
98
$1.24M 0.12%
70,315
+40,426
99
$1.23M 0.12%
27,756
-5,533
100
$1.16M 0.11%
7,876
-287
2 3
4
5 6