LNB

Ledyard National Bank Portfolio holdings

AUM $1.15B
1-Year Est. Return 21.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.18M
3
+$673K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$438K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$386K

Top Sells

1
+$2.5M
2
+$1.39M
3
+$1.33M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
AAPL icon
Apple
AAPL
+$1.08M

Sector Composition

1 Technology 19.42%
2 Financials 7%
3 Healthcare 5.99%
4 Consumer Discretionary 5.07%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.82M 0.25%
9,028
-3
77
$2.56M 0.23%
8,728
-109
78
$2.56M 0.23%
4,493
-78
79
$2.55M 0.23%
5,372
+32
80
$2.55M 0.23%
18,129
-142
81
$2.53M 0.23%
15,144
-60
82
$2.41M 0.22%
17,975
+7
83
$2.38M 0.21%
3,478
+38
84
$2.28M 0.2%
+28,996
85
$2.14M 0.19%
5,078
-446
86
$2.13M 0.19%
49,256
-493
87
$2.03M 0.18%
22,652
-1,709
88
$1.87M 0.17%
4,931
-93
89
$1.83M 0.16%
23,308
-885
90
$1.75M 0.16%
11,301
+544
91
$1.72M 0.15%
5,181
-33
92
$1.65M 0.15%
11,814
-363
93
$1.64M 0.15%
13,694
-190
94
$1.59M 0.14%
1,721
-71
95
$1.55M 0.14%
7,685
-148
96
$1.51M 0.13%
40,014
+116
97
$1.37M 0.12%
20,979
+726
98
$1.35M 0.12%
2,791
-15
99
$1.35M 0.12%
4,445
-103
100
$1.33M 0.12%
14,280
-110
2 3
4
5 6