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
$1.06B
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.2M
3
+$3.11M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.75M

Top Sells

1
+$2.6M
2
+$2.58M
3
+$2.54M
4
AVGO icon
Broadcom
AVGO
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 20.16%
2 Healthcare 6.75%
3 Financials 6.48%
4 Consumer Discretionary 5.55%
5 Consumer Staples 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.45M 0.23%
4,648
-65
77
$2.16M 0.2%
19,059
-20
78
$2.05M 0.19%
26,068
-2,707
79
$2.04M 0.19%
5,511
+11
80
$1.99M 0.19%
2,171
-148
81
$1.95M 0.18%
4,662
+1,360
82
$1.85M 0.17%
15,956
-241
83
$1.8M 0.17%
5,396
-62
84
$1.76M 0.17%
7,822
+3,058
85
$1.75M 0.16%
13,231
-776
86
$1.68M 0.16%
7,504
-178
87
$1.65M 0.16%
3,177
+12
88
$1.64M 0.15%
5,517
-93
89
$1.62M 0.15%
11,156
+185
90
$1.5M 0.14%
7,045
+3,164
91
$1.35M 0.13%
5,884
-455
92
$1.34M 0.13%
4,632
+16
93
$1.34M 0.13%
21,529
+2,398
94
$1.34M 0.13%
23,670
-1,548
95
$1.34M 0.13%
21,438
-151
96
$1.32M 0.12%
17,870
-1
97
$1.3M 0.12%
38,544
+14,263
98
$1.26M 0.12%
16,618
-422
99
$1.14M 0.11%
12,518
-1,235
100
$1.12M 0.11%
1,090
-18
2 3
4
5 6