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
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.45M
3
+$3.13M
4
LMT icon
Lockheed Martin
LMT
+$2.41M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.56M

Top Sells

1
+$4.85M
2
+$3.69M
3
+$3.1M
4
PFE icon
Pfizer
PFE
+$2.11M
5
FHI icon
Federated Hermes
FHI
+$1.68M

Sector Composition

1 Technology 19.83%
2 Healthcare 8.33%
3 Financials 6.14%
4 Consumer Discretionary 5.69%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.23M 0.22%
12,903
+2,273
77
$2.09M 0.2%
4,735
+65
78
$2.04M 0.2%
19,610
-958
79
$2M 0.19%
2,353
+294
80
$2M 0.19%
8,836
+2,322
81
$1.97M 0.19%
5,978
+2
82
$1.86M 0.18%
14,635
-1,714
83
$1.81M 0.18%
5,867
-20
84
$1.77M 0.17%
11,336
-374
85
$1.68M 0.16%
3,033
-83
86
$1.66M 0.16%
17,927
-111
87
$1.6M 0.16%
15,919
-55
88
$1.53M 0.15%
6,489
+81
89
$1.5M 0.15%
6,004
-53
90
$1.47M 0.14%
30,380
-10,114
91
$1.43M 0.14%
7,849
-495
92
$1.38M 0.13%
10,937
+5,633
93
$1.35M 0.13%
20,292
+13,212
94
$1.35M 0.13%
17,193
-1,630
95
$1.34M 0.13%
3,046
+957
96
$1.33M 0.13%
5,733
-33
97
$1.31M 0.13%
9,515
-145
98
$1.23M 0.12%
21,089
-376
99
$1.23M 0.12%
16,300
-15
100
$1.13M 0.11%
4,421
-231
2 3
4
5 6